Settings and activity

5 results found

1. When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Chad Boucher shared this idea  ·  Jul 18, 2024

2. 50% deposit option

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Chad Boucher supported this idea  ·  Jul 18, 2024

3. All customer to pay more than requested % of total.

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Chad Boucher shared this idea  ·  Dec 21, 2021

4. Balance payment request

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Chad Boucher shared this idea  ·  Dec 21, 2021

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

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   32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Chad Boucher supported this idea  ·  Dec 21, 2021