Settings and activity

4 results found

1. Schedule Sending documents

   252 votes

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   25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Jason Wright supported this idea  ·  Dec 13, 2023

2. Tokens/Variables in saved messages / email body or subject

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   197 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Jason Wright supported this idea  ·  Dec 13, 2023

3. Pricing Table calculations: Excel Formulas.

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   665 votes

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - 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

   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.

   Jason Wright supported this idea  ·  Dec 8, 2023

4. Paylocity

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jason Wright supported this idea  ·  Dec 7, 2023