Settings and activity
30 results found
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67 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 -
31 votes
An error occurred while saving the comment 
Natallia Skarabahatava
commented
Option to create a doc from an opportunity record in Salesforce when product quantity is negative
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29 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Pull product descriptions as bulleted list from Pipedrive to PandaDoc
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24 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Set the document to never expire
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55 votes
Reopening this Idea after clarification that an email notification is what is being requested.Â
An error occurred while saving the comment Natallia Skarabahatava
commented
Automatically notify document creator/sender via email that a document expires soon
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23 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to set up the white background for PandaDoc notifications in emails, now it's a white window on a grey background
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6 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Set up the font size and font type for the fields when crating documents via Create Document form PDF API call
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223 votes
Hi there! 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 Natallia Skarabahatava
commented
unexpire expired documents so that in case the doc has 2 signers, 1 signed and the other hasn't, and the doc is expired, the doc owner should be able to revert the doc back to Viewed/Sent and the 1st signer doesn't have to complete their part of the document anew
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17 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
specify the email address to be placed in the To line once a recipient replies to an email notification with the document recieved. As of the moment, the email address of the sender is indicated
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8 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there
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214 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Example: signing order is enabled. The doc is sent out and signed by the recipient. Then the docs comes back to the sender, and the sender needs anyone within their account to be able to sign this document
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193 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
option to send document to a single email address to be signed by two different people (husband and wife)
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34 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to prefill a signature field when creating documents to be sent in bulk. As of the moment, the customer has to manually sign each document created via the Bulk Send option so that the signature certificate is generated. The customer would like to sign all the docs at once
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24 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Download a PDF with the signature field box reflected on it, as of the moment if draft document is downloaded fields are not shown on it - blank spaces instead of fields. The customer would like to download a PDF and provide it to their recipients so that they can see which fields they will have to fill out in the web view
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104 votes
Hi there! 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 Natallia Skarabahatava
commented
Hide the email addresses of other recipients so that once the document is opened by a recipient they won't be able to see who else is indicated in the list of recipients
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381 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
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to set up separators for thousands, cents for Norwegian Krone currency within the pricing table
In Norway we are using space or . as the thousand separator. So we would write 115 000,00 or 115.000,00
We are also using , in stead of . for cents -
20 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to use capital letters in numbered list
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36 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding
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76 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 Natallia Skarabahatava
commented
Option to return the document status back to completed if the document was unintentionally edited and no changes were actually applied/option to restore the signed version
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60 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
An error occurred while saving the comment Natallia Skarabahatava
commented
Having an option to define a user/users who cannot send their documents out without having them approved
set up document title when creating documents from Zoho deals, currently the name of the deal is indicated