Settings and activity
97 results found
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) shared this idea ·
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1 vote
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1 vote
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2 votes
Hi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
An error occurred while saving the comment Hi there! Thank you for your feature request! The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day! -
93 votes
Hello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference: https://support.pandadoc.com/hc/en-us/articles/360052498753-Create-Forms
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow. To create a Template from a Form, you can convert the Document created from the Form into a Template.
Thank you for sharing your feedback, stay tuned for other updates! -
8 votes
An error occurred while saving the comment Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow: the size of the signature will depend on the size of the signature field that you have placed in the document. Here is a screencast that shows how to do that: https://share.getcloudapp.com/E0uZxWeR
Thank you for sharing your feedback, stay tuned for other updates! -
42 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 Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier. It can allow you to auto-send your document to a specific recipient, once the document is completed in PandaDoc.
Please refer to these articles to read more about Zapier integration and how to set up it.
https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup
Alternatively, there is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en
Thank you for sharing your feedback, stay tuned for other updates!
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20 votes
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36 votes
An error occurred while saving the comment Example:
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12 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier.
It can allow you to send the PDF of the completed documents to your recipients, once they will be completed in the PandaDoc, even if you turned off the Download option. (Examples in the screenshots attached)Please refer to these articles to read more about Zapier integration and how to set up it:
https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup -
6 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to recover a deleted Form. For this, please convert a Document created from the Form into a Template and then create another Form using it (template). Here’s the link for more details: https://share.getcloudapp.com/p9uQDoGQ
Thank you for sharing your feedback, stay tuned for other updates!
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22 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to transfer field values from one document to another via Zapier. Please follow the link for more detail: https://share.getcloudapp.com/OAujDZ24
Additionally, here's the link to the Zap we created for this use case: https://zapier.com/shared/8f269016e48b235474af5862e4af8ed4ef4085cc.
Thank you for sharing your feedback, stay tuned for other updates! -
3 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to make the shareable link expire when you set up auto-expiration for a document: https://support.pandadoc.com/hc/en-us/articles/360016122294-Auto-expirations
Thank you for sharing your feedback, stay tuned for other updates!
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4 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en
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24 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. If your subscription plan is Business or Enterprise, there is a way to permanently disable the auto-expirations by setting the number of days for expiration to 3650, which is a maximum date that can be set. With this your auto-expirations will not be sent within 3650 days. For more context, please see the screenshot attached.
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11 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
As a workaround, to replace a source file for your form, please convert a Document created from the Form into a Template, then replace the source file in it and create a Form from the template (https://share.getcloudapp.com/geuyGwZQ).
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140 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 Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To transfer your documents between your workspaces, please reach out to our Support Team at support@pandadoc.com.
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29 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To keep the document status after copying the document to another workspace, please change the document status manually after transfer. Here’s an article on how this works: https://support.pandadoc.com/hc/en-us/articles/360041879753-Manually-change-document-status
To transfer the document to another workspace, please reach out to our Support Team for help. Unfortunately, at this moment, this would not be possible to transfer the document with fields filled in. All the completed fields will be erased after the transfer. Apologies for the inconvenience.
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5 votes
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3 votes
Example:
Imagine you sell high-end smartphones. Each smartphone will have a unique serial number engraved or embedded in its software. This serial number will be used to track:
Where and when it was manufactured
Which retailer sold it
Who bought it
Warranty status
Repair history
Let's say you have three phones with serial numbers SN001, SN002, and SN003. When a customer comes in for a repair, you can look up their phone by its serial number and find out exactly what warranty is left and what repairs have been previously done.
SKU (Stock Keeping Unit)
Definition:
A Stock Keeping Unit (SKU) is a unique identifier that businesses use to track a product or a variant of a product for inventory management purposes. Unlike serial numbers, SKUs are not unique to each individual item but are specific to the type or variant of an item.
Example:
Let's consider a shoe store that sells running shoes. They have the same model of shoe available in different sizes and colors. Each variant will have its own SKU:
SKU RUN123-BL-08 might refer to the model in blue color and size 8.
SKU RUN123-BL-09 would be the same shoe but in size 9.
SKU RUN123-RD-08 would be the same model, but in red color and size 8.
When a customer wants to buy a blue, size 8 running shoe, the store staff would look for items under the SKU RUN123-BL-08. However, they won't know which specific shoe (in terms of individual item) the customer will get, as all are considered identical under the same SKU.
Serialized Inventory vs. SKU - Combined Example:
In a scenario where both are used, let's consider a high-end laptop store:
SKU LAP-XYZ-16G-512G refers to a laptop model with 16GB RAM and a 512GB SSD.
Each individual laptop of this type also has a unique serial number: SER001, SER002, etc.
When a customer chooses to buy this laptop model, the SKU is used to identify the type and configuration of the laptop. Once the sale is close to being finalized, a specific laptop with a unique serial number is selected from the inventory to be sold to the customer.
The SKU helps in identifying what kind of laptop the customer wants, while the serial number helps in tracking that specific laptop throughout its lifecycle.