Settings and activity
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148 votes
An error occurred while saving the comment An error occurred while saving the comment 
Alyssa Larson
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It would be nice to have the ability to remove the "Waiting on Payment" and "Paid" tiles on the dashboard, as our company does not use those in PandaDoc.
Alyssa Larson
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24 votes
Hello everyone
Please be informed that we have this functionality in closed beta. You can replay to this email and we will enable it for you right away.
Thanks!
Alyssa Larson
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An error occurred while saving the comment Alyssa Larson
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Ditto to what Halyna posted, PD quotes need to show variables exactly as they are in Salesforce with dollar sign, comma for thousands, period and then cents.
Example: $4,550.00 - not 4550 -
287 votesAlyssa Larson
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2 votesAlyssa Larson
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7 votesAlyssa Larson
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281 votesAlyssa Larson
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8 votesAlyssa Larson
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66 votesAlyssa Larson
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192 votes
An error occurred while saving the comment Alyssa Larson
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Our team would definitely like the ability to customize the reminder message to include a bit more relevant information. We would also like the ability to change the frequency of reminders - every other week would be excellent as our proposals can at times be valid for 6 months. Therefore, every 3 days or every week is too often to be sending reminders to clients.
Alyssa Larson
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In addition, we need to be able to see ALL documents (all statuses and all time). This would make searching for a document easier if you don't know what status it is in.