Settings and activity

  1. 148 votes

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    Alyssa Larson commented  · 

    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.

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    Alyssa Larson commented  · 

    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.

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  2. 24 votes

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    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 supported this idea  · 
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    Alyssa Larson commented  · 

    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

  3. 287 votes

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    Alyssa Larson supported this idea  · 
  4. 2 votes

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    Alyssa Larson supported this idea  · 
  5. 7 votes

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    Alyssa Larson supported this idea  · 
  6. 281 votes

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    Alyssa Larson supported this idea  · 
  7. 8 votes

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    Alyssa Larson supported this idea  · 
  8. 66 votes

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    Alyssa Larson supported this idea  · 
  9. 192 votes

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    Alyssa Larson commented  · 

    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 supported this idea  ·