Settings and activity
100 results found
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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) commentedFrom 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)" -
3 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedThis option is to reflect where the spacing is and indentations
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15 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 AdminValeryia Baranava (Admin, PandaDoc) commentedAttach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.
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10 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedIs 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 AdminValeryia Baranava (Admin, PandaDoc) commented"sym"elements example
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9 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedScreenshot for more context
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3 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented"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 AdminValeryia Baranava (Admin, PandaDoc) commentededit bullet colours apart from text
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedAll 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 AdminValeryia Baranava (Admin, PandaDoc) commentedFeature request is related to CSV imports for the catalog section.
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedRight 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 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."
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedAbility 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 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"
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31 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedAbility to embed an iframe module in documents/templates
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedAbility to leave the last name blank in settings tab
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1 vote
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedPlease add sentence case to text styles
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2 votes
An error occurred while saving the comment 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."
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3 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commentedAbility to upload attachments/files gathered via collect files fields to SFDC automatically
"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"