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  1. Quickbooks Desktop

    80 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Allen Gulick commented  · 

    Integration with PC based Quickbooks

    Allen Gulick supported this idea  · 

  2. Pricing Table calculations: Excel Formulas.

    662 votes

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    67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Allen Gulick supported this idea  · 

  3. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    439 votes

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    68 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution exists  ·  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 those scenarios namely:

    - Currency formatting

    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.

    Allen Gulick supported this idea  · 

  4. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    298 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Allen Gulick supported this idea  ·