Settings and activity
240 results found
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14 votes
An error occurred while saving the comment Jaynna Ellis Dela Llana supported this idea · -
13 votes
An error occurred while saving the comment Jaynna Ellis Dela Llana commentedAbility to adjust the size of the Advanced Quotes: Both in Cover Page and Content Page.
Jaynna Ellis Dela Llana supported this idea · -
72 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jaynna Ellis Dela Llana supported this idea · -
203 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
Jaynna Ellis Dela Llana supported this idea · -
4 votesJaynna Ellis Dela Llana supported this idea ·
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67 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 Jaynna Ellis Dela Llana commentedClient: Ability to set reminders or set the pricing table as required so that clients won't miss it.
Jaynna Ellis Dela Llana supported this idea · -
2 votesJaynna Ellis Dela Llana shared this idea ·
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34 votesJaynna Ellis Dela Llana supported this idea ·
An error occurred while saving the comment Jaynna Ellis Dela Llana commentedClient: if you can remove "powered by pandadoc" on the customer side of the experience for filling out a form
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66 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 Jaynna Ellis Dela Llana commentedClient(Yousuf Aqeel): Way to edit or customize this message? "All set! Document is complete"
Jaynna Ellis Dela Llana supported this idea · -
7 votes
An error occurred while saving the comment Jaynna Ellis Dela Llana commentedClient (Kevin McLaughlin): Ability to enable and disable the ''Grand Total'' in advanced quotes.
Jaynna Ellis Dela Llana supported this idea · -
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 Jaynna Ellis Dela Llana commentedFunctionality 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.
Jaynna Ellis Dela Llana supported this idea · -
53 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 Jaynna Ellis Dela Llana commentedClient (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
Jaynna Ellis Dela Llana supported this idea · -
72 votes
Hi there! Thank you for submitting your idea. Unfortunately, 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 Jaynna Ellis Dela Llana commentedAbility to edit/ resize/move the footer and header image.
Jaynna Ellis Dela Llana supported this idea ·An error occurred while saving the comment Jaynna Ellis Dela Llana commentedPlease add margin functionality on cover pages and content pages.
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8 votesJaynna Ellis Dela Llana supported this idea ·
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49 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!
Jaynna Ellis Dela Llana supported this idea ·An error occurred while saving the comment Jaynna Ellis Dela Llana commentedThe ability for users to see the email address or name of the one who adds and removes a member to the organization/workspaces.
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121 votes
Hello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Jaynna Ellis Dela Llana supported this idea · -
49 votes
Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.
At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.
However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.
If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.
Jaynna Ellis Dela Llana supported this idea · -
2 votesJaynna Ellis Dela Llana shared this idea ·
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5 votesJaynna Ellis Dela Llana supported this idea ·
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10 votesJaynna Ellis Dela Llana supported this idea ·
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.