Settings and activity
8 results found
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79 votes
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2 votes
Jamie Venlet
shared this idea
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47 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
An error occurred while saving the comment Jamie Venlet
commented
Would really like this. Would also like to see the ability to restrict certain roles from seeing profit margin.
Jamie Venlet
supported this idea
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185 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jamie Venlet
supported this idea
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225 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
Jamie Venlet
supported this idea
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323 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jamie Venlet
supported this idea
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39 votes
An error occurred while saving the comment Jamie Venlet
commented
I can't comprehend why you wouldn't have this option
Jamie Venlet
supported this idea
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12 votes
We use Pandadoc API with full automation which is awesome but with that we have very little need for the dashboard so our salesmen are almost never looking at it so to have the expiration email cc the salesmen is a must. Going to try to do it through zapier for now