Settings and activity
37 results found
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1 vote
An error occurred while saving the comment Yuliya Tsiushkevich shared this idea ·
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2 votes
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6 votes
An error occurred while saving the comment document completed variable/field
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129 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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
An error occurred while saving the comment show only own templates
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63 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!An error occurred while saving the comment ability to change a doc status on a document leve
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49 votes
Hi there! Thank you for submitting your idea. 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!
An error occurred while saving the comment ability to paste columns from excel to existing PandaDoc tables
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68 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!An error occurred while saving the comment keep both template and object names when creating a document in Hubspot
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9 votes
An error occurred while saving the comment ability to copy items in pricing table
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27 votes
An error occurred while saving the comment ability to manually change the status of a doc from draft to sent, viewed etc
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123 votes
Hi everyone,
We appreciate your feedback regarding the Page breaks topic. After a product and technical investigation, we released a few improvements.
We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF rendering experience for multi-page pricing tables within PandaDoc. More information is available here.
Additionally, we released a beta version of a few more features based on user requests regarding page breaks. We’ve added upvoters (organizations) of this feature to the beta tester group.
What’s inside these beta version improvements?- Grand total cannot be alone on the next page if pricing rows are huge. Instead, it will move to the next page with 1 or 2 lines
- If a section header is the last line in the pricing table on a page, it will move to the next page
- Finally, we have added a feature that…
An error occurred while saving the comment place page break inside a text block
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383 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
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1 vote
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4 votes
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18 votes
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5 votes
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37 votes
An error occurred while saving the comment ability for signers to edit cells in total section (gratuity)
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7 votes
An error occurred while saving the comment ability to update quantity of products automatically in all cells in 1 column
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260 votes
An error occurred while saving the comment two factor authentication - pop up window asking to confirm the password
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23 votes
An error occurred while saving the comment automatically link documents to a Hubspot object when sending documents in bulk
An error occurred while saving the comment manually link a document to contacts in hubspot
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6 votes
currently recurring payments starts on a date when a prop was signed. However the client needs to set up custom date. For example prop was signed in Aug, however the sibscription should start on Sep 1.