Settings and activity
98 results found
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1 vote
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1 vote
An error occurred while saving the comment -
1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"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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2 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Example:
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"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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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
The feature request can be achieved within the app when a user clicks Shift + Enter to pass the [Client.Company] variable on the next line. In this case, the variables will be placed on separate lines after document creation from a CRM.
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Example:
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5 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Make certain pages required to view/scroll through
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183 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
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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5 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
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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91 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"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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21 votes
AdminValeryia Baranava (Admin, PandaDoc) supported this idea ·
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Screenshot attached.
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"Is there any way we can update all of the Headings across all documents to be a standard format?"
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2 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"How can I control what shows up in the Quick Access menu when creating a new template?"
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3 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Image example:
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4 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"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." -
1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"like, i can click on my name and my bio will insert, or if i click on another name, their bio will insert? And i can draft all of the bios now so my team can just select what to pop in"
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
From the customer: "It means When I create a document with image A (url: ....jpg).
I'll see the document 1 have the logo of the url ....jpg
But after 7 days, the url ....jpg is not accessible anymore (can not get the logo at that time)"
"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"