Settings and activity
635 results found
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31 votes
Brian Gacila supported this idea ·
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7 votes
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26 votes
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18 votes
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2 votes
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2 votes
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61 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! -
42 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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5 votes
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17 votes
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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11 votes
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3 votes
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50 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.
For more information, please click the link below!
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9 votes
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2 votes
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22 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. -
24 votes
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5 votes
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2 votes
