Settings and activity

10 results found

1. Freshsales integration for Rooms feature

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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2. [Localization] Variables displayed in other languages

   14 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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3. Ability to select the field that the recipient will be taken to first.

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   david.wimmer shared this idea  ·  May 10, 2024

4. Pricing Table (Quote Builder): Input negative quantity / value.

   45 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.

5. Pricing Table calculations: Excel Formulas.

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   663 votes

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - 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. 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.

6. decline a document for a customer

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not planned  ·  Lindsey Schocke responded

   Hi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?

   • Monosnap StatusIndicator 2023-01-18 22-57-43.png

7. the possibility to choose what should be added to the total in quote builder

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Forward form notification to a specific email (not user in workspace)

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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9. Auto-update pricing tables and quotes in templates if product catalog is updated manually

   47 votes

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   6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

10. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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