Settings and activity

4 results found

1. Editable subtotals, columns and smart fields

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Daniel Monday shared this idea  ·  Jul 3, 2024

2. The option to display the total in the pricing table excluding tax/discounts/fees

   137 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, 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:

   • Formulas
   • Rules
   • Lookup Tables

   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.

   Daniel Monday supported this idea  ·  Jul 3, 2024

3. Subtotal for columns in Pricing Table

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Daniel Monday supported this idea  ·  Jul 3, 2024

4. Set client's default email subject (automatic subject)

   102 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   An error occurred while saving the comment
   Daniel Monday commented  ·  Jul 10, 2022  ·  Edit…  ·  Delete…

   Agreed, this should be pretty standard and part of the Saved Message templates.

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   Daniel Monday supported this idea  ·  Jul 10, 2022