Settings and activity

8 results found

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

   46 votes

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   Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Summum Gestion Immobilière supported this idea  ·  May 5, 2024

2. SMS Notifications: Send link by SMS text built into software

   106 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
   Send via Text (SMS)

   An error occurred while saving the comment
   Summum Gestion Immobilière commented  ·  Mar 14, 2024  ·  Delete…

   Hi Igor, I would like to join early access for SMS document sending. Thank you!

   Save Submitting...

3. Ability for Approvers to Edit During the Document Approval Workflow Process

   81 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

4. SMS Verification for API Created Docs

   32 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   PandaDoc API: Enable Recipient Verification

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

5. Export details - Audit Trail

   166 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Review Audit trail for sent documents

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

6. Conditional Logic set up in Pricing tables

   228 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  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 rules
   • 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.

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

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

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   451 votes

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   69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava 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.

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

8. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava 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
   • Formulas
   • 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.

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024