Settings and activity
97 results found
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12 votes
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
An error occurred while saving the comment -
8 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
Is it possible to set up a table or block of text that is scrollable to be read? I'm thinking along the lines of T&Cs that you see online that you scroll through. Like a table that has a fixed size within a document, but you can actually scroll it 'from the inside'.
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1 vote
An error occurred while saving the comment "sym"elements example
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7 votes
An error occurred while saving the comment Screenshot for more context
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3 votes
An error occurred while saving the comment "I want the API to be able to make a signed quote read-only ie-change the status of an existing document
I feel that panda should allow documents to be locked - or when complete, when edited / status changed - create a NEW document with a NEW id - leaving the old one intact" -
4 votes
An error occurred while saving the comment edit bullet colours apart from text
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1 vote
An error occurred while saving the comment 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."
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1 vote
An error occurred while saving the comment Feature request is related to CSV imports for the catalog section.
An error occurred while saving the comment 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.
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1 vote
An error occurred while saving the comment "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."
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1 vote
An error occurred while saving the comment Ability to turn off the autosuggest feature in the pricing table.
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2 votes
An error occurred while saving the comment -
3 votes
An error occurred while saving the comment "I want each item to have its automatic Fee amount. For the calculation, you have to set it manually at the moment"
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29 votes
An error occurred while saving the comment Ability to embed an iframe module in documents/templates
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1 vote
An error occurred while saving the comment Ability to leave the last name blank in settings tab
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1 vote
An error occurred while saving the comment Please add sentence case to text styles
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2 votes
An error occurred while saving the comment "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."
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3 votes
An error occurred while saving the comment Ability to upload attachments/files gathered via collect files fields to SFDC automatically
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1 vote
An error occurred while saving the comment 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.
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1 vote
An error occurred while saving the comment An example would be 10000 instead of 10.000
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1 vote
An error occurred while saving the comment "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?"
Attach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.