Settings and activity
91 results found
-
15 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava shared this idea ·
-
24 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
Adjust the size of the section in pricing table
-
32 votes
An error occurred while saving the comment Valeryia Baranava commented
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. -
2 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
"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
-
8 votes
An error occurred while saving the comment Valeryia Baranava commented
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
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
Can I use a product and services section subtotal as a variable in another area.
-
17 votes
An error occurred while saving the comment Valeryia Baranava commented
Example:
-
3 votes
Valeryia Baranava responded
-
1 vote
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
"When an order form is completed, it currently goes to the Form specific folder. I want it to go to the general document list."
-
3 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
Example:
-
6 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
Example:
-
6 votes
An error occurred while saving the comment Valeryia Baranava commented
Make certain pages required to view/scroll through
-
7 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava 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."
-
130 votes
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.
An error occurred while saving the comment Valeryia Baranava 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"
-
47 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!
Valeryia Baranava supported this idea ·
-
5 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
Screenshot attached.
-
3 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
"How can I control what shows up in the Quick Access menu when creating a new template?"
-
4 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava commented
-
15 votes
Valeryia Baranava responded
An error occurred while saving the comment Valeryia Baranava 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." -
26 votes
An error occurred while saving the comment Valeryia Baranava commented
Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table
Ability for checkboxes to automatically align