Settings and activity

  1. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "When an order form is completed, it currently goes to the Form specific folder. I want it to go to the general document list."

  2. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Example:

  3. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "Is there a way to export the file/folder tree? not the actual documents, but just a list of all the folders and files within, names & such, need an inventory on paper"

  4. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    The feature request can be achieved within the app when a user clicks Shift + Enter to pass the [Client.Company] variable on the next line. In this case, the variables will be placed on separate lines after document creation from a CRM.

  5. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Example:

  6. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Make certain pages required to view/scroll through

  7. 114 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    The Numbered List function is a bit limited when you have to change between A, I, II, B or 1.12 within the same block.
    If I wanted to do:

    a.
    I.
    II.
    b.

    The number List function wont let you as it resets b to a

  8. 12 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Be able to turn off and on the ability to share documents via link for specific users

  9. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Customer's comment: " i dont want to use my lawyer.. i was hoping you guys had one.. lol its all good thought. thanks for your time."

  10. 70 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "How can I change the date variable format? currently it is 1982-08-19 in PandaDoc document, but I want it to be 19.08.1982 like in Pipedrive"

  11. 11 votes

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    AdminValeryia Baranava (Admin, PandaDoc) supported this idea  · 
  12. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Screenshot attached.

  13. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "Is there any way we can update all of the Headings across all documents to be a standard format?"

  14. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "How can I control what shows up in the Quick Access menu when creating a new template?"

  15. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 
  16. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Image example:

  17. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "How can I move pricing table content from one page to another page?
    I want to move all Options to the Options page.
    Looks like I must rebuild the table on the new page."

  18. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "like, i can click on my name and my bio will insert, or if i click on another name, their bio will insert? And i can draft all of the bios now so my team can just select what to pop in"

  19. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    From the customer: "It means When I create a document with image A (url: ....jpg).
    I'll see the document 1 have the logo of the url ....jpg
    But after 7 days, the url ....jpg is not accessible anymore (can not get the logo at that time)"

  20. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    This option is to reflect where the spacing is and indentations

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