Settings and activity

7 results found

1. ACH payments via Stripe for non-US accounts/non USD

   7 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Summum Gestion Immobilière supported this idea  ·  Jul 17, 2024

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

   45 votes

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

3. Ability to Edit During the Document Approval Workflow Process

   75 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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!

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

4. Export details - Audit Trail

   161 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

5. Conditional Logic set up in Pricing tables

   227 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   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

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

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   444 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.

   Summum Gestion Immobilière supported this idea  ·  Mar 14, 2024

7. CPQ calculations: Excel Formulas.

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   672 votes

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   67 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. 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