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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   134 votes

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   6 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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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

   • Quote Builder rules
   • 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.

   Marino Orsi supported this idea  ·  Jun 23, 2021