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  1. 7 votes

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    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."

  2. 115 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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    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"

  3. 38 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminValeryia Baranava (Admin, PandaDoc) supported this idea  · 
  4. 5 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Screenshot attached.

  5. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "Is there any way we can update all of the Headings across all documents to be a standard format?"

  6. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "How can I control what shows up in the Quick Access menu when creating a new template?"

  7. 4 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 
  8. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Image example:

  9. 13 votes

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    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."

  10. 24 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table

  11. 1 vote

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    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"

  12. 1 vote

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    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)"

  13. 3 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    This option is to reflect where the spacing is and indentations

  14. 15 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Attach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.

  15. 10 votes

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    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'.

  16. 1 vote

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "sym"elements example

  17. 9 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    Screenshot for more context

  18. 3 votes

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    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"

  19. 4 votes

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    AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    edit bullet colours apart from text

  20. 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."