Settings and activity
101 results found
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139 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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4 votes
AdminValeryia Baranava (Admin, PandaDoc) shared this idea ·
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2 votes
An error occurred while saving the comment -
2 votes
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2 votes
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6 votes
An error occurred while saving the comment As of the moment, users can only test a Form when it is published:
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3 votes
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1 vote
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3 votes
An error occurred while saving the comment "We are trying to sync our master items database to our PandaDoc catalog items, but have a few duplicates that do not represent the same data. I was wondering if it is possible to change the field labels in PandaDoc.
PandaDoc Current labels:
NAME
PRICE
FOLDERCan these be changed to:
NAME > SalesDescription
PRICE > SalesPrice
FOLDER > PreferredVendor" -
1 vote
An error occurred while saving the comment An image example of how it is populating now, the customer would like to populate the Date only, excluding time.
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2 votes
An error occurred while saving the comment "I was talking about something similar to an onboarding package, where you have different links to each paperwork you want/need to be signed. So basically instead of having all the ppwk exposed in one form/template, there will be a link set up to get to each form that is needed to be signed. I understand yall have the documents that are bundled, it's the same concept just without all that ppwk being in one spot. If you get what I'm asking. I think i know how to do it but i was hoping you guys already had it."
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11 votes
An error occurred while saving the comment Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Unfortunately, you can't convert a Form to a document, however, there is a workaround. For this, please do this:
- Publish your form
- Copy the link to your form
- Fill out contact details and view the form - this will generate a document that can be duplicated as a draft within your account.Have a wonderful day!
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11 votes
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2 votes
An error occurred while saving the comment "When I click on the Pandadoc integration in HubSpot to create a new document it automatically assigns me as the document owner...
I know how to manually transfer the ownership to another user...
However, is there a way that the document can be set up to be assigned to the HubSpot deal owner?
Now it is automatically assigned to whoever creates the document" -
219 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! Thank you!
An error occurred while saving the comment " Trying to figure out how to get an image in a particular spot on a document. Most importantly, I am trying to create a document where I have our signature already pre-populated so only the client has to sign it and we don't. "
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4 votes
An error occurred while saving the comment " what i want to do is when someone completes the contract they get sent a pdf copy of the contract plus the customer information gets to my CRM along with a copy of the signed contract in pdf "
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11 votes
An error occurred while saving the comment Ability for checkboxes to automatically align
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22 votes
An error occurred while saving the comment Adjust the size of the section in pricing table
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21 votes
An error occurred while saving the comment in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
Want to receive attachments as well assigned. -
1 vote
An error occurred while saving the comment "You can update your templates and content library items with updated products automatically. Note, custom product fields will not be updated." The request is to be able to update the custom product fields as well. The original article is here: https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV#h_51d7b030-032d-4602-8b1b-a4db6c495611
Editable discount: allow one of the signers to adjust discount for the second signer