Settings and activity
8 results found
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78 votes
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2 votesJamie Venlet shared this idea ·
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42 votes
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 youAn error occurred while saving the comment Jamie Venlet commentedWould really like this. Would also like to see the ability to restrict certain roles from seeing profit margin.
Jamie Venlet supported this idea · -
181 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 · -
223 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 · -
321 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 · -
39 votes
An error occurred while saving the comment Jamie Venlet commentedI can't comprehend why you wouldn't have this option
Jamie Venlet supported this idea · -
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