Settings and activity

  1. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    edit bullet colours apart from text

  2. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    All of our templates have this feature turned on - so when the client signs the document, our sales rep gets an email with the signed PDF attached. However, he sent me one today that he did not receive by email. I checked the document, and this Email Attachment said "Not enabled."

  3. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Feature request is related to CSV imports for the catalog section.

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Right now when an import succeeds our system sends out an email stating that ā€œfile xyz has successfully uploadedā€ or something like that. With a failure, the name of the file isnā€™t displayed. Successes show the file name, failures donā€™t In the follow up email.

  4. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "CC'd users are not being taken to analytics page when clicking the links in the notification. They are instead taken to the Recipient view.

    Would like them to be able to click the link to see the analytics if they are a PandaDoc licensed user and logged in."

  5. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability to turn off the autosuggest feature in the pricing table.

  6. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 
  7. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "I want each item to have its automatic Fee amount. For the calculation, you have to set it manually at the moment"

  8. 5 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability to embed an iframe module in documents/templates

  9. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability to leave the last name blank in settings tab

  10. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Please add sentence case to text styles

  11. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "I'm looking for help with field authentication for bank account numbers, routing numbers, etc. Right now the only solution I'm finding is to make them enter each number twice in two separate fields and it doesn't seem there's an option to prevent someone from copying and pasting and forcing them to manually re-enter."

  12. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability to upload attachments/files gathered via collect files fields to SFDC automatically

  13. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    The customer wants to have an option to generate and download multiple numbers of completed pdf. By default after completing a document click once and get 1 pdf copy of completed document. An option to click once but would download 2 copies.

  14. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    An example would be 10000 instead of 10.000

  15. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "I am having an issue with the transfer data to option. For some reason when I make a document in its own folder, and use the transfer data to option, this allows me to transfer data to a template and create a new document. Which is great, however it puts this document into the All documents folder. Is there a way to make it go to the folder it was transferred from?"

    AdminValeryia Baranava (Admin, PandaDoc) shared this idea  · 
  16. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    When a document expires and a recipient opens the document, they see a message notifying that the document has expired. The customer would like to add their phone number along with the email address for contacting them to make the document non-expired.

  17. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Ability to have the following columns within a pricing table: Unit Price, Discount in %, Discount in $, Price with Discount per one item, Quantity, Total price.

  18. 5 votes

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    Hello there,

    This is Valeryia from PandaDoc team! Thank you for your feature request regarding pricing table variables! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with some more details on this.

    I appreciate your time and looking forward to hearing back from you!

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    So an example would be to take the total of one pricing table and be able to use that variable to put in the price column of a different pricing table. Sometimes our proposals include multiple buildings, for example, and we want the ability to add up all of the buildings into one total. So being able to place the variables in the price column of a table would make that work very smoothly. In place of having to manually enter each separate table into one.

  19. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    the customer noticed that the cost column shows up in the docx downloadā€¦I was able to reproduce it. But, when the customer selected ā€˜hide columnā€™, it didnā€™t show up on the docx download. The customer would like the cost column to still appear on the pricing table, but not on the docx download without having to select ā€˜hide columnā€™.

  20. 350 votes

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    AdminValeryia Baranava (Admin, PandaDoc) supported this idea  ·