Settings and activity
211 results found
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4 votes
AdminJaynna Ellis Dela Llana (Admin, PandaDoc) supported this idea ·
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6 votes
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Ability to modify the checkbox in the pricing table. Move it to the right side
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89 votes
Hi there. Thank you for submitting your idea! 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!
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136 votes
Hi there!Â
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
An error occurred while saving the comment Ability to have an on-hold payment option for payment gateways.
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7 votes
An error occurred while saving the comment Client: I want when I select all the items on a board, I want the proposal to show each line item - autofill the contact name, phone number, email address to send the proposal to and create each line item with the pricing that is on the board. On the proposal along with always automate my logo and company information and notes that I have about the scope of work. And an e- signature at the end.
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113 votes
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!
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5 votes
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11 votes
An error occurred while saving the comment Ability to set fields as required in a way that they should not skip it however they have the ability to choose either of the selection.
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12 votes
An error occurred while saving the comment Ability to adjust the size of the Advanced Quotes: Both in Cover Page and Content Page.
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69 votes
Hi there! Thank you for submitting your idea. 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!
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195 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.Â
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4 votes
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64 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
       - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
       *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
       - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
       Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.An error occurred while saving the comment Client: Ability to set reminders or set the pricing table as required so that clients won't miss it.
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2 votes
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32 votes
An error occurred while saving the comment Client: if you can remove "powered by pandadoc" on the customer side of the experience for filling out a form
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62 votes
Hi there! 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!
An error occurred while saving the comment Client(Yousuf Aqeel): Way to edit or customize this message? "All set! Document is complete"
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7 votes
An error occurred while saving the comment Client (Kevin McLaughlin): Ability to enable and disable the ''Grand Total'' in advanced quotes.
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14 votes
Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
An error occurred while saving the comment Functionality where (CLIENT): I want a way to have the system show the terms and condition page and payment authorization if a prospect answers "yes" to one question.
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51 votes
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!
An error occurred while saving the comment Client (MARC PHILIPPE GARNAUD) Feedback:
Single currency on the same document. But the ability to switch from USD to SGD depends on clients.
Ability to pick a standard price list depending on the client
Ability to apply discount rates either client or product based or a combination of both. But the item should be available in various currencies since it's not the intention to rebuild a price list for each currency
Allow to change the placement of the bullets to either right or left.