Settings and activity

3 results found

1. Modify Dashboard: create filters, hide statuses

   191 votes

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   22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

2. Template to doc folder

   12 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J

   Have a wonderful day!

3. Cost and margin EV2 (Profit and margin calculation)

   83 votes

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   9 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   The feature is released: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-2-0-Add-and-set-your-pricing-table#h_01F33X2T75HXNZXPMA6EB7GD64

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   Dave Kerschbaum commented  ·  Feb 23, 2021  ·  Delete…

   Game changer for us. Needs to have margin for each line item in the table. Simple show/hide function for client v internal use.
   

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