Settings and activity
108 results found
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129 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.
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46 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 ·
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5 votes
An error occurred while saving the comment Screenshot attached.
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3 votes
An error occurred while saving the comment "Is there any way we can update all of the Headings across all documents to be a standard format?"
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3 votes
An error occurred while saving the comment "How can I control what shows up in the Quick Access menu when creating a new template?"
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4 votes
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1 vote
An error occurred while saving the comment Image example:
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15 votes
An error occurred while saving the comment "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 Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table
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1 vote
An error occurred while saving the comment "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"
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1 vote
An error occurred while saving the comment 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)" -
3 votes
An error occurred while saving the comment This option is to reflect where the spacing is and indentations
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17 votes
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
An error occurred while saving the comment Attach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.
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10 votes
An error occurred while saving the comment 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'.
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1 vote
An error occurred while saving the comment "sym"elements example
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9 votes
An error occurred while saving the comment Screenshot for more context
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3 votes
An error occurred while saving the comment "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" -
4 votes
An error occurred while saving the comment edit bullet colours apart from text
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1 vote
An error occurred while saving the comment 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."
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1 vote
An error occurred while saving the comment Feature request is related to CSV imports for the catalog section.
An error occurred while saving the comment Right now when an import succeeds our system sends out an email stating that “file xyz has successfully uploaded” or something like that. With a failure, the name of the file isn’t displayed. Successes show the file name, failures don’t In the follow up email.
"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"