Settings and activity

5 results found

1. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   423 votes

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   66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.

   Alyssa Larson supported this idea  ·  June 14, 2022

2. Reminder Tab in left-side navigation menu

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Alyssa Larson supported this idea  ·  June 14, 2022

3. Renewal Reminder Customised Message

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   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Alyssa Larson supported this idea  ·  June 14, 2022

4. Pull Salesforce line items in the same order they are in SF

   11 votes

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   In development  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Alyssa Larson supported this idea  ·  June 14, 2022

5. Reminder customization: Customize the text in reminder message

   322 votes

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   31 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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   Alyssa Larson commented  ·  June 14, 2022  ·  Edit…  ·  Delete…

   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.

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   Alyssa Larson supported this idea  ·  June 14, 2022