Settings and activity
9 results found
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12 votes
An error occurred while saving the comment An error occurred while saving the comment Lou Corriero commented
Ability to force the formatting of a field, i.e., currency, whole number, two decimal places, etc. Ability to perform operations and logic on variables and fields - add two fields or multiple, subtract, etc.
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86 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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172 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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1 vote
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124 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
124 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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225 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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440 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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667 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
To further elaborate - if I had two pricing tables MRC and NRC, I'd like to be able to sum both totals and place in a new field called First Monthly Payment. Some currency fields from Hubspot come over with 3 decimals places (we always have to edit), so forcing formatting would be nice as well - say decimal with 2 places or whole number. Another logic expression would be "IF field value is above or below dollar amount" offer incentive discount or add surplus charge. If client wants to pay via credit card (Check Box), add fee, etc.