Settings and activity
110 results found
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1 vote
An error occurred while saving the comment -
2 votes
An error occurred while saving the comment AdminValeryia Baranava (Admin, PandaDoc) commented
"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."
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12 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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12 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
An error occurred while saving the comment "When I click on the Pandadoc integration in HubSpot to create a new document it automatically assigns me as the document owner...
I know how to manually transfer the ownership to another user...
However, is there a way that the document can be set up to be assigned to the HubSpot deal owner?
Now it is automatically assigned to whoever creates the document" -
261 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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5 votes
An error occurred while saving the comment " what i want to do is when someone completes the contract they get sent a pdf copy of the contract plus the customer information gets to my CRM along with a copy of the signed contract in pdf "
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14 votes
An error occurred while saving the comment Ability for checkboxes to automatically align
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24 votes
An error occurred while saving the comment Adjust the size of the section in pricing table
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29 votes
An error occurred while saving the comment in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
Want to receive attachments as well assigned. -
1 vote
An error occurred while saving the comment "You can update your templates and content library items with updated products automatically. Note, custom product fields will not be updated." The request is to be able to update the custom product fields as well. The original article is here: https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV#h_51d7b030-032d-4602-8b1b-a4db6c495611
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8 votes
An error occurred while saving the comment If I send an invoice created in PandaDoc, then I add the payment option which is Stripe, so they will have 2 kind of invoices one from PandaDoc ( the invoice that I created to my client) and another from stripe
What I am looking for is:
I would like to: when my client pay the contract. Automatically receive and invoice created with the invoice templates in PandaDoc -
4 votes
An error occurred while saving the comment Can I use a product and services section subtotal as a variable in another area.
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17 votes
An error occurred while saving the comment Example:
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3 votes
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1 vote
An error occurred while saving the comment "Can UTM parameter be set up in pandadoc and visualized through an analytic tool ? We currently are trying different CTA in our email and would like to understand which perform better. Thanks"
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1 vote
An error occurred while saving the comment "When an order form is completed, it currently goes to the Form specific folder. I want it to go to the general document list."
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3 votes
An error occurred while saving the comment Example:
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1 vote
An error occurred while saving the comment "Is there a way to export the file/folder tree? not the actual documents, but just a list of all the folders and files within, names & such, need an inventory on paper"
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6 votes
An error occurred while saving the comment Example:
An image example of how it is populating now, the customer would like to populate the Date only, excluding time.