Settings and activity

53 results found

1. Use Multiple Currencies in a Pricing Table

   53 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   • Formulas
   • Rules
   • Lookup Tables

   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.

   Lindsey Schocke supported this idea  ·  Jan 30, 2023

2. Disable access to the document for recipients once it's completed

   21 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Lindsey Schocke supported this idea  ·  Jan 25, 2023

3. Limit rights for collaborators

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Lindsey Schocke supported this idea  ·  Jan 25, 2023

4. Add up multiple pricing tables to create a summary table

   127 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In Development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   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:

   - Quote Builder

   - Quote data fields

   - 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.

   Lindsey Schocke supported this idea  ·  Jan 12, 2023

5. Smart content block next to another block

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Lindsey Schocke supported this idea  ·  Jan 9, 2023

6. Option to test payment on a document using Stripe (sandbox)

   28 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

   Lindsey Schocke supported this idea  ·  Jan 6, 2023

7. [Pricing Table] Section Subtotal Variable or Token

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Lindsey Schocke shared this idea  ·  Jan 5, 2023

8. Pricing table: separate design option for total sections (adjust design for totals individually)

   56 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

9. Copper link to deal ev2

   20 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Lindsey Schocke supported this idea  ·  Dec 20, 2022

10. Place Page break in the middle of the table block

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Lindsey Schocke supported this idea  ·  Dec 12, 2022

11. AND operator in conditional smart content

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Lindsey Schocke commented  ·  Dec 12, 2022  ·  Edit…  ·  Delete…

    Should these two ideas be merged? They seem to be for the same thing.
    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/44284089-add-and-conditional-approval-statements

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

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    443 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    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.

    Lindsey Schocke supported this idea  ·  Nov 22, 2022

13. Internal notes or comments on a document/template

    14 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Lindsey Schocke commented  ·  Oct 6, 2022  ·  Edit…  ·  Delete…

    You can add an internal comment by making a private inline comment on a document:
    https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments

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