Settings and activity
7 results found
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21 votes
Chris Hess
supported this idea
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4 votes
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439 votes
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:
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.
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233 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Chris Hess
commented
In the thumbnail pages pop-out sidebar, allow a page title or short description. This would allow us to very quickly scroll down and identify our Pricing Table page, or our Summary page, etc. Right now you have to scroll through every page to locate the page you need to edit.
Chris Hess
supported this idea
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124 votes
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!Chris Hess
supported this idea
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.Chris Hess
supported this idea
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180 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Adding this modified "Hide Column" request here because in some of these usage cases it will be helpful. In your older service QuoteRoller, when editing a document the Price, Qty, and Subtotal columns are “always” visible to editors so we can quickly make revisions. However, the client only sees the Subtotal column in the final document. In PandaDoc we must hide, show, hide, show, etc., and also remember to hide before sending to the client. We need the QuoteRoller hide feature in PandaDoc templates and documents.