Settings and activity

5 results found

1. General setting to disable data merge

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Marino Orsi supported this idea  ·  Jan 27, 2022

2. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   132 votes

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   5 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.

   Marino Orsi supported this idea  ·  Jan 18, 2022

3. Profit margin for each item in Pricing table

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Marino Orsi supported this idea  ·  Nov 12, 2021

4. Filter criteria for the dashboards view per date range

   13 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Marino Orsi commented  ·  Jun 23, 2021  ·  Edit…  ·  Delete…

   Would be nice to have the possibility to select a custom range of dates on dashboard view instead of selecting the fixed 1 week/1 month/3 months/1 year options

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   Marino Orsi supported this idea  ·  Jun 23, 2021

5. Conditional Logic set up in Pricing tables

   225 votes

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   13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

   Marino Orsi supported this idea  ·  Jun 23, 2021