Settings and activity

4 results found

1. [Reporting] Reporting based on document tags

   34 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Anne McCullough commented  ·  Oct 28, 2024  ·  Edit…  ·  Delete…

   I second this posting. This would be a vital reporting function.

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   Anne McCullough supported this idea  ·  Oct 28, 2024

2. Variable Calculations: Basic Mathematical Operations

   57 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

3. Combine/Merge Templates & Documents

   95 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   Anne McCullough supported this idea  ·  Nov 16, 2022

4. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

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   39 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Solution