Settings and activity
335 results found
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80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Rachele Galang Ong supported this idea ·
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10 votes
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252 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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44 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.
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39 votes
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6 votes
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439 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment An error occurred while saving the comment to be able to add a comma in the values under the Quantity Column in the pricing table.
Example:
20, 000 instead of 20000 -
2 votes
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16 votes
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253 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Create auto-signed for people within the company, so when the document is sent they don't have to sign the document again, only clients has to sign the proposal.
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3 votes
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234 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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21 votes
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9 votes
An error occurred while saving the comment How can we eliminate the pre-filled values/figures when adding a row to the pricing table?
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7 votes
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10 votes
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108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
An error occurred while saving the comment To be able to changed the status of a document that has an APPROVED status to COMPLETED even without sending it. The document just needs to be approved by the approver then change the document to completed.
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50 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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8 votes
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.An error occurred while saving the comment the ability to resize or enlarge the optional items in the pricing table and have an option to set it to required
Option to remove the A before the $ symbol in my pricing table when the table currency is set to AUD. for example instead of (A$190.00), we can just have $190.00