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7 results found

  1. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    20 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis shared this idea  · 

  2. Export Contacts List

    83 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis supported this idea  · 

  3. Custom roles for different sales teams and users

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Tate Davis shared this idea  · 

  4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    Tate Davis commented  · 

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount. Choose the number of decimals shown to the viewer.

    Tate Davis shared this idea  · 

  5. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Tate Davis commented  · 

    Status/list between sent & viewed. We have actions for "email opened" but can only see this on the doucment level. Knowing an email was opened and they choose not to open the doc could help sales reengage the prospect

  6. Significantly speed up document loading speed, decrease clunky processing times

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Tate Davis commented  · 

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    Tate Davis shared this idea  · 

  7. Pricing Table calculations: Excel Formulas.

    662 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Tate Davis commented  · 

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    Tate Davis shared this idea  ·