Settings and activity
123 results found
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16 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!
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29 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commented
Submitted 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 ·
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80 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 AdminLori Nolen (Admin, PandaDoc) commented
Submitting 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 ·
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61 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 ·
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118 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) commented
Comment 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) commented
Have 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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133 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commented
Comment 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 ·
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58 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) commented
Customer: 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 ·
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5 votes
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19 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) commented
Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed
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240 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commented
Important 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) commented
My 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 ·
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10 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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121 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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47 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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16 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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12 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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4 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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4 votes
AdminLori Nolen (Admin, PandaDoc) shared this idea ·
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43 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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21 votes
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
8 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.