Settings and activity

7 results found

1. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

   123 votes

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   23 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

   For more information, please click the link below!

   Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

   Jackson Taylor supported this idea  ·  Mar 30, 2023

2. 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.

   Jackson Taylor supported this idea  ·  Mar 30, 2023

3. Auto name Documents with tokens / Use variables in Document and Forms titles

   311 votes

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   53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   Released to general availability

   Jackson Taylor supported this idea  ·  Mar 30, 2023

4. Auto-reminders: customize the text in reminder message

   344 votes

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   40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Jackson Taylor supported this idea  ·  Mar 30, 2023

5. Quote builder formatting (reorder product order in bundles)

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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. 

   Jackson Taylor shared this idea  ·  Mar 13, 2023

6. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

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   298 votes

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   19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

   Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

   Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

   Jackson Taylor supported this idea  ·  Mar 12, 2023

7. Quote Builder - Multiple choice in Quote sections

   7 votes

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   Released  ·  3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   An error occurred while saving the comment
   Jackson Taylor commented  ·  Mar 12, 2023  ·  Delete…

   Essential for Saas price tiering!

   Save Submitting...
   Jackson Taylor supported this idea  ·  Mar 12, 2023