Settings and activity

4 results found

1. Variable Calculations: Basic Mathematical Operations

   66 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, 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

   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.

2. Installments | Split payments on a document into more than 2 payments

   19 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Installments

3. [Quote Builder] Ability to view hidden columns after the document is sent

   27 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   An error occurred while saving the comment
   info commented  ·  Jun 11, 2023  ·  Delete…

   Need this please

   Save Submitting...
   info supported this idea  ·  Jun 11, 2023

4. The ability to separate the payment per one document into multiple installments

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:

   • Split payments into two parts (deposit + remainder)
   • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
   • Provide recipients with a complete schedule of installments
   • Automatically send reminders before due date

   Check this article to know more about Installments.

   If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments