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8 results found

  1. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    78 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jamie Venlet commented  · 

    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

  2. Manual Payment Selection for Wire and Check Transactions

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Jamie Venlet shared this idea  · 

  3. [Quote Builder]: profit and margin

    47 votes

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    8 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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

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    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  · 

  4. Permissions for specific documents: Private documents (Password protect documents internally)

    183 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jamie Venlet supported this idea  · 

  5. Conditional Logic set up in Pricing tables

    224 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jamie Venlet supported this idea  · 

  6. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jamie Venlet supported this idea  · 

  7. [Dashboard] Select period more than 1 year in Dashboard

    39 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jamie Venlet commented  · 

    I can't comprehend why you wouldn't have this option

    Jamie Venlet supported this idea  · 

  8. [Payments] Receive payment by check

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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