Settings and activity

12 results found

1. [Pricing Table] display Subtotal without Line Item taxes/discounts

   127 votes

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   14 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

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   Karen Harrison commented  ·  Aug 4, 2024  ·  Edit…  ·  Delete…

   Sad not in your plan as you run a huge risk of double charging customers the tax rates - we're new to Panadadoc and this has already occurred as the total and the sub-total both calculate the tax.

   Pandadoc biggest weakness currently is product catalogue

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   Karen Harrison supported this idea  ·  Aug 4, 2024

2. Dashboard - be able to add Customisable Tiles to Dashboard

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Karen Harrison shared this idea  ·  Jun 6, 2024

3. Ability to search from Dashboard

   28 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Karen Harrison supported this idea  ·  Jun 6, 2024

4. [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  ·  Delete…  ·  Admin →
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   Karen Harrison supported this idea  ·  Jun 6, 2024

5. Customize/select/personalize email messages for multiple recipient/signers

   34 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Karen Harrison supported this idea  ·  Jun 6, 2024

6. Recipient Analytics Reporting

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Karen Harrison supported this idea  ·  Jun 6, 2024

7. create a report from the documents created per recipient

   13 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Karen Harrison supported this idea  ·  Jun 6, 2024

8. Spellchecker: Spell Check in App like Grammarly

   292 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Karen Harrison supported this idea  ·  Jun 6, 2024

9. 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  ·  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.

   Karen Harrison supported this idea  ·  Jun 6, 2024

10. Reminder customization: Customize the text in reminder message

    354 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    Karen Harrison supported this idea  ·  Jun 6, 2024

11. Pricing Table calculations: Excel Formulas.

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    663 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.

    Karen Harrison supported this idea  ·  Jun 6, 2024

12. move a team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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