Settings and activity
101 results found
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8 votes
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4 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Can I use a product and services section subtotal as a variable in another area.
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17 votes
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3 votes
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1 vote
An error occurred while saving the comment "Can UTM parameter be set up in pandadoc and visualized through an analytic tool ? We currently are trying different CTA in our email and would like to understand which perform better. Thanks"
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1 vote
An error occurred while saving the comment "When an order form is completed, it currently goes to the Form specific folder. I want it to go to the general document list."
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3 votes
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1 vote
An error occurred while saving the comment "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"
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2 votes
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6 votes
An error occurred while saving the comment Make certain pages required to view/scroll through
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333 votes
Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
An error occurred while saving the comment 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
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7 votes
An error occurred while saving the comment 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."
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108 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment "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"
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37 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!
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5 votes
An error occurred while saving the comment Screenshot attached.
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1 vote
An error occurred while saving the comment "Is there any way we can update all of the Headings across all documents to be a standard format?"
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3 votes
An error occurred while saving the comment "How can I control what shows up in the Quick Access menu when creating a new template?"
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4 votes
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1 vote
An error occurred while saving the comment Image example:
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8 votes
An error occurred while saving the comment "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."
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