Settings and activity

edit bullet colours apart from text

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."

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

Right now when an import succeeds our system sends out an email stating that “file xyz has successfully uploaded” or something like that. With a failure, the name of the file isn’t displayed. Successes show the file name, failures don’t In the follow up email.

"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."

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

https://share.getcloudapp.com/GGupLq0w

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

Ability to embed an iframe module in documents/templates

Ability to leave the last name blank in settings tab

Please add sentence case to text styles

"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."

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

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.

An example would be 10000 instead of 10.000

"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?"

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.

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.

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.

the customer noticed that the cost column shows up in the docx download…I was able to reproduce it. But, when the customer selected ‘hide column’, it didn’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 ‘hide column’.