Settings and activity
68 results found
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1 vote
An error occurred while saving the comment -
56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Valeryia Baranava commented
Example:
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24 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier.
It can allow you to send the PDF of the completed documents to your recipients, once they will be completed in the PandaDoc, even if you turned off the Download option. (Examples in the screenshots attached)Please refer to these articles to read more about Zapier integration and how to set up it:
https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup -
26 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is an option to transfer field values from one document to another via Zapier. Please follow the link for more detail: https://share.getcloudapp.com/OAujDZ24
Additionally, here's the link to the Zap we created for this use case: https://zapier.com/shared/8f269016e48b235474af5862e4af8ed4ef4085cc.
Thank you for sharing your feedback, stay tuned for other updates! -
14 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to pull the values from the spreadsheet into PandaDoc document with the help of Zapier. However, this is necessary to decide on the trigger when you’d like this to happen. For more information, please follow the links:
https://support.pandadoc.com/hc/en-us/community/posts/360050982434-Form-to-Spreadsheet-to-Template-
https://support.pandadoc.com/hc/en-us/articles/360008722914-Zapier
Thank you for sharing your feedback, stay tuned for other updates! -
8 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. There is a way to set up the forwarding of the emails received from PandaDoc within your emailing system. If this is Gmail, please follow this link for more details: https://support.google.com/mail/answer/10957?hl=en
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40 votes
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!
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. If your subscription plan is Business or Enterprise, there is a way to permanently disable the auto-expirations by setting the number of days for expiration to 3650, which is a maximum date that can be set. With this your auto-expirations will not be sent within 3650 days. For more context, please see the screenshot attached.
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16 votes
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
As a workaround, to replace a source file for your form, please convert a Document created from the Form into a Template, then replace the source file in it and create a Form from the template (https://share.getcloudapp.com/geuyGwZQ).
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261 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To transfer your documents between your workspaces, please reach out to our Support Team at support@pandadoc.com.
An error occurred while saving the comment Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to achieve this. To keep the document status after copying the document to another workspace, please change the document status manually after transfer. Here’s an article on how this works: https://support.pandadoc.com/hc/en-us/articles/360041879753-Manually-change-document-status
To transfer the document to another workspace, please reach out to our Support Team for help. Unfortunately, at this moment, this would not be possible to transfer the document with fields filled in. All the completed fields will be erased after the transfer. Apologies for the inconvenience.
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188 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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32 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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2 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available:
https://www.loom.com/share/e8cb9e140cd34277aacb7755821c2e17
Have a wonderful day!
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2 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to share your templates between workspaces is available within the system. Please see this link for more information:
Have a wonderful day!
An error occurred while saving the comment The feature is available: https://support.pandadoc.com/hc/en-us/articles/1500002989441-Sharing-templates-and-Content-Library-items
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc!
We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.
Have a wonderful day!
An error occurred while saving the comment Details:
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96 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
An error occurred while saving the comment Hi there!
Thank you for your feature request submitted to PandaDoc! We do appreciate it! Please kindly be advised that there is an option to place the fields on your documents without auto-aligning. For this, please use your keyboard arrows to navigate the fields. Here's how it is working: share.getcloudapp.com/7Ku6EY4q
Have a wonderful day!
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13 votes
An error occurred while saving the comment Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Unfortunately, you can't convert a Form to a document, however, there is a workaround. For this, please do this:
- Publish your form
- Copy the link to your form
- Fill out contact details and view the form - this will generate a document that can be duplicated as a draft within your account.Have a wonderful day!
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13 votes
We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment " Trying to figure out how to get an image in a particular spot on a document. Most importantly, I am trying to create a document where I have our signature already pre-populated so only the client has to sign it and we don't. "
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15 votes
An error occurred while saving the comment Ability for checkboxes to automatically align
The feature is available in the system
https://support.pandadoc.com/hc/en-us/articles/360007814954-Add-and-remove-users-#h_01F2RZSGXS554WFW5W8CVPEPXA