Settings and activity
46 results found
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4 votes
An error occurred while saving the comment 
Gabriel Lawrence
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1 voteGabriel Lawrence
shared this idea
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2 votes
An error occurred while saving the comment Gabriel Lawrence
commented
Hi Mariah, what issues are you having with Pandadoc in Brave? It seems to work for me.
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4 votes
An error occurred while saving the comment Gabriel Lawrence
commented
Yes, you should be able to add the left side ToC without adding the table of contents directly to the document.
Gabriel Lawrence
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5 votesGabriel Lawrence
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7 votesGabriel Lawrence
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269 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
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9 votesGabriel Lawrence
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An error occurred while saving the comment Gabriel Lawrence
commented
Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.
Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.
Right now, we use a regular merge field, but then the signer can't update it.
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
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2 votesGabriel Lawrence
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28 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Gabriel Lawrence
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14 votes
An error occurred while saving the comment Gabriel Lawrence
commented
Canadian PAD please
Gabriel Lawrence
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15 votes
An error occurred while saving the comment Gabriel Lawrence
commented
This is exactly what I would like too for the same purpose. Seems odd it's not available in the API.
Gabriel Lawrence
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62 votes
Hi,
This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!An error occurred while saving the comment Gabriel Lawrence
commented
Agreed this should be an option. If anyone is interested I made a scenario in integromat that updates the payment intent after successful to add the email to receipt email field and it auto sends the receipt. Just not good you need a middleware to do something so basic.
Gabriel Lawrence
supported this idea
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29 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!
Gabriel Lawrence
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
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30 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 Gabriel Lawrence
commented
This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.
Gabriel Lawrence
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57 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Gabriel Lawrence
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123 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.
Gabriel Lawrence
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11 votesGabriel Lawrence
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This is very important if you want to show future year pricing tables like year 1, year 2, year 3, etc. but obviously if you make up to 10 years of sections you don't want to show it to the customer if there's no products that fit those year.