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6 results found

  1. Ability to change the owner of a document to a user with a read-only license

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    US Energy Solutions shared this idea  · 

  2. Option to change the document owner once a document is generated from CRM

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    US Energy Solutions commented  · 

    as well as from pandadoc

    US Energy Solutions supported this idea  · 

  3. Reminder customization: Customize the text in reminder message

    351 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    US Energy Solutions supported this idea  · 

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

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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

    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.

    US Energy Solutions supported this idea  · 

  5. Pricing Table calculations: Excel Formulas.

    662 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    US Energy Solutions supported this idea  · 

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

    44 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    US Energy Solutions supported this idea  ·