Settings and activity
108 results found
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56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
22 votes
An error occurred while saving the comment Valeryia Baranava commented
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 -
10 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 recover a deleted Form. For this, please convert a Document created from the Form into a Template and then create another Form using it (template). Here’s the link for more details: https://share.getcloudapp.com/p9uQDoGQ
Thank you for sharing your feedback, stay tuned for other updates!
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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. 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! -
4 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 make the shareable link expire when you set up auto-expiration for a document: https://support.pandadoc.com/hc/en-us/articles/360016122294-Auto-expirations
Thank you for sharing your feedback, stay tuned for other updates!
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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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39 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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254 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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181 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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4 votes
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2 votes
An error occurred while saving the comment Editable discount: allow one of the signers to adjust discount for the second signer
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2 votes
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2 votes
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7 votes
An error occurred while saving the comment As of the moment, users can only test a Form when it is published:
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3 votes
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1 vote
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3 votes
An error occurred while saving the comment "We are trying to sync our master items database to our PandaDoc catalog items, but have a few duplicates that do not represent the same data. I was wondering if it is possible to change the field labels in PandaDoc.
PandaDoc Current labels:
NAME
PRICE
FOLDERCan these be changed to:
NAME > SalesDescription
PRICE > SalesPrice
FOLDER > PreferredVendor" -
1 vote
An error occurred while saving the comment An image example of how it is populating now, the customer would like to populate the Date only, excluding time.
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2 votes
An error occurred while saving the comment "I was talking about something similar to an onboarding package, where you have different links to each paperwork you want/need to be signed. So basically instead of having all the ppwk exposed in one form/template, there will be a link set up to get to each form that is needed to be signed. I understand yall have the documents that are bundled, it's the same concept just without all that ppwk being in one spot. If you get what I'm asking. I think i know how to do it but i was hoping you guys already had it."
Example: