Settings and activity

17 results found

1. Ability to amend active subscriptions

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   0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Dec 2, 2024

2. Apply section-level % discount to all the recurring payments, not just the initial payment

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Sep 13, 2024

3. Ability to apply thousand separators for quantity values in Quote Builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Jul 16, 2024

4. Lock fields in section/quote footers from editing by sales reps in Quote Builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Jul 11, 2024

5. Ability to add column name to the product name column in Quote builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Jul 11, 2024

6. Retrieve Bundled products' SKUs via API

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Apr 16, 2024

7. Ability to use keyboard shortcuts to navigate the Quote builder

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Feb 26, 2024

8. Show merge rules for Quote builder in Editor

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Feb 22, 2023

9. Ability to set up deposit payment (% of total) in a document with Quote builder

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Feb 13, 2023

10. Distribute products into Quote builder sections when pulling products from a CRM

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Feb 1, 2023

11. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    85 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    AdminLena Zaparozhats (Product Manager, PandaDoc) supported this idea  ·  Oct 8, 2021

12. Content Library sorting

    40 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

13. Change account timezone within the system

    92 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

14. Hyperlinks in saved mesages

    24 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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15. Find and Replace All feature within a document / template

    202 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

16. Add item / product to catalog directly from the pricing table

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    AdminLena Zaparozhats (Product Manager, PandaDoc) commented  ·  Jan 27, 2021  ·  Edit…  ·  Delete…

    Ability to add separate sections to Catalog/Content library

    Save Submitting...

17. Distinguish recipient status in the doc list

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminLena Zaparozhats (Product Manager, PandaDoc) shared this idea  ·  Jun 22, 2020