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9 results found

  1. Reassign fields on a sent document

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Alyssa Larson supported this idea  · 

  2. Modify Dashboard: create filters, hide statuses

    174 votes

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    On roadmap  ·  17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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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.

    Alyssa Larson supported this idea  · 

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

    325 votes

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    Idea  ·  50 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Alyssa Larson supported this idea  · 

  4. Reminder Tab in left-side navigation menu

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Alyssa Larson supported this idea  · 

  5. Renewal Reminder Customised Message

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Alyssa Larson supported this idea  · 

  6. Ability to change the date format for variables

    333 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Alyssa Larson supported this idea  · 

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

    8 votes

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    In development  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Alyssa Larson supported this idea  · 

  8. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Alyssa Larson supported this idea  · 

  9. Reminder customization: Customize the text in reminder message

    232 votes

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    Idea  ·  23 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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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  ·