Settings and activity
107 results found
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18 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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8 votes
An error occurred while saving the comment -
23 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedSubmitted on behalf of customer: mpetit@homebound.com
Large MRR customer.
Ability for text fields to automatically expand like variables do. This is only available in the Public View for recipients, not for the Editor view that a Sender uses. It would be great to have it for Senders too!AdminLori Nolen (Admin, PandaDoc) supported this idea · -
77 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.
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedSubmitting on behalf of my customers cfischenich@sitepro.com and rcorley@sitepro.com
They have repeatedly asked for this option and would IMMEDIATELY be interested in utilizing as soon as it is ready.AdminLori Nolen (Admin, PandaDoc) supported this idea · -
45 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
101 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 AdminLori Nolen (Admin, PandaDoc) commentedComment from caitlyn@cfoselections.com
One of my CC recipients on several Documents is being sent the initial notification when someone sends out a contract. The CC recipient only needs the final notification with the PDF attachment of the completed contract. The extra unnecessary notifications are creating clutter in their inbox. I also have other users who don’t want the initial email to be sent to the CCs, as there may sometimes be sensitive information for the Signers that the CC recipients don’t need to see.
AdminLori Nolen (Admin, PandaDoc) supported this idea ·An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedHave a way to limit how different emails go out to recipients once they get a PandaDoc in the same way we can limit the number of email responses we get--within Settings
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104 votes
Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedComment from caitlyn@cfoselections.com
I created a couple of tags that weren’t needed, but am not able to delete them. I don’t want my users to get confused.AdminLori Nolen (Admin, PandaDoc) supported this idea · -
50 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, 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 AdminLori Nolen (Admin, PandaDoc) commentedCustomer: chris.thomas@fountainpeople.com
wants to be able to see profit margin data in a report of some kind. Do we have a way to pull that kind of data out of a pricing table? Right now he's going into every document and manually calculating margins on things like FREIGHT, EQUIPMENT, and Average MarginsAdminLori Nolen (Admin, PandaDoc) supported this idea · -
4 votes
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5 votesAdminLori Nolen (Admin, PandaDoc) shared this idea ·
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181 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 AdminLori Nolen (Admin, PandaDoc) commentedImportant for Enterprise customer tara@plateiq.com. Please update customer when this moves to roadmap
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedMy customer in a school district needs the ability to move documents between workspaces without losing the completed status and keeping certificates in tact--this is very important in regard to documents completed by parents regarding SPED/504 students--anything regarding maintaining FERPA privacy
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
10 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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112 votes
Hi,
Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned!AdminLori Nolen (Admin, PandaDoc) supported this idea · -
32 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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12 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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11 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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4 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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1 voteAdminLori Nolen (Admin, PandaDoc) shared this idea ·
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40 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, you are able to change the status of all documents at once during a bulk upload. You can learn more here.
We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.AdminLori Nolen (Admin, PandaDoc) supported this idea · -
15 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
Submitted on behalf of my customer: bentley.chang@parkhub.com Customer working in SFDC CPQ. They need a way to have a variable to trigger an approval for when a proposal needs more than 10% discount.