Settings and activity

6 results found

1. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

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   3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Chad Boucher commented  ·  Jul 19, 2024  ·  Edit…  ·  Delete…

   I would like to be able to give a product in the catalog a negative value to use as a discount. This would be especially helpful in the quote builder.

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   Chad Boucher supported this idea  ·  Jul 19, 2024

2. 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

3. 50% deposit option

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

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

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

   
   

   Chad Boucher shared this idea  ·  Dec 21, 2021

5. Balance payment request

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

   
   

   Chad Boucher shared this idea  ·  Dec 21, 2021

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

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   30 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