Settings and activity

3 results found

1. Send more than 10 documents in a bundle

   62 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, 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 this scenario namely:

   • Rooms

   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.

   AdminPaige Price (Admin, PandaDoc) supported this idea  ·  Aug 8, 2024

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

   136 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 Coordinator, 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.

3. Download Chat / Private Message transcript

   18 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   AdminPaige Price (Admin, PandaDoc) commented  ·  Apr 14, 2021  ·  Edit…  ·  Delete…

   I wanted to ask a question. One of DocuSign’s functionality that isn’t yet integrated into PandaDoc is the ability to capture the chat comments and history onto the document so it can be exported or captured as one item.

   Could you verify if this is something that is in the works?

   Save Submitting...