Settings and activity
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40 votes
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You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
Mauro Gesti
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Mauro Gesti
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665 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
An error occurred while saving the comment Mauro Gesti
supported this idea
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124 votes
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!Mauro Gesti
supported this idea
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440 votes
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:
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.
Mauro Gesti
supported this idea
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4 votesMauro Gesti
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128 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Mauro Gesti
supported this idea
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15 votes
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11 votes
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108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
Improve general management of SKU in the catalogue.
The present catalogue is too basic.
1. Organize SKU/Catalog Items packages into lists/membership lists to offer a complete SKU package. That is to be able to import in a single stroke in a pricing table more SKU that I belong to a package composed from more SKU.
2. insert a function that allows you to edit the data of the SKU of the catalogue directly from Pandadoc without having to export to a CSV file and then having to import them back into the catalogue in Pandadoc. By doing this operation sometimes imports do not work well in converting CSV to Excell and you risk losing data or damaging it. It would be more useful a mass modification function of the articles of the catalog (how to increase all prices by a certain percentage)