Settings and activity

6 results found

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

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   US Energy Solutions shared this idea  ·  Mar 15, 2023

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

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   US Energy Solutions commented  ·  Mar 15, 2023  ·  Edit…  ·  Delete…

   as well as from pandadoc

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   US Energy Solutions supported this idea  ·  Mar 15, 2023

3. Reminder customization: Customize the text in reminder message

   369 votes

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

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

   US Energy Solutions supported this idea  ·  Mar 15, 2023

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

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   442 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.

   US Energy Solutions supported this idea  ·  Mar 15, 2023

5. CPQ calculations: Excel Formulas.

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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.

   US Energy Solutions supported this idea  ·  Mar 15, 2023

6. 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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   US Energy Solutions supported this idea  ·  Mar 8, 2023