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  1. 2 votes

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  2. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) shared this idea  · 
  3. 3 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    As of the moment, users can only test a Form when it is published:

  4. 66 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Hi there!

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! Please kindly be advised that there is an option to place the fields on your documents without auto-aligning. For this, please use your keyboard arrows to navigate the fields. Here's how it is working: share.getcloudapp.com/7Ku6EY4q

    Have a wonderful day!

  5. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) supported this idea  · 
  6. 1 vote

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  7. 3 votes

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    An error occurred while saving the comment
    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "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
    FOLDER

    Can these be changed to:

    NAME > SalesDescription
    PRICE > SalesPrice
    FOLDER > PreferredVendor"

  8. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    An image example of how it is populating now, the customer would like to populate the Date only, excluding time.

  9. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "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."

    AdminValeryia Baranava (Admin, PandaDoc) shared this idea  · 
  10. 5 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    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!

  11. 7 votes

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    AdminValeryia Baranava (Admin, PandaDoc) supported this idea  · 
  12. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "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"

  13. 128 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    " 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. "

  14. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    " 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 "

  15. 4 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability for checkboxes to automatically align

    AdminValeryia Baranava (Admin, PandaDoc) shared this idea  · 
  16. 12 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Adjust the size of the section in pricing table

  17. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "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

  18. 5 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    If I send an invoice created in PandaDoc, then I add the payment option which is Stripe, so they will have 2 kind of invoices one from PandaDoc ( the invoice that I created to my client) and another from stripe
    What I am looking for is:
    I would like to: when my client pay the contract. Automatically receive and invoice created with the invoice templates in PandaDoc

  19. 2 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Can I use a product and services section subtotal as a variable in another area.

  20. 12 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Example: