Settings and activity
125 results found
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69 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) supported this idea ·
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4 votes
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8 votes
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49 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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11 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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4 votes
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285 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Customer StephanieF@thirahealth.com is in great need of ability to have two people assigned to same email address. They have several patient forms they use and this is a common occurrence. They mentioned that this was possible in DocuSign. Highly needed within PandaDoc
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29 votes
An error occurred while saving the comment dynamic numbering in the quote that adjusts automatically as line items are rearranged, removed, or added? This would be incredibly helpful.
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93 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.
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7 votes
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78 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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24 votes
An error occurred while saving the comment Customer regi.castaneda@govos.com from GovOs--they work exclusively with templates; when corrections need to be made to templates, they VERY much need that change to apply to that same template across all workspaces. Doing the update in every workspace is very time consuming.
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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!
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18 votes
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13 votes
An error occurred while saving the comment Customer joanna.f@betterearth.solar--large API user needs this report to validate locations so that sales reps are not signing behalf of the customer...very manual process for them at this point
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91 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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35 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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6 votes
An error occurred while saving the comment My customer at Semios Technologies is using Business Central to generate invoices after deals are completed in HubSpot. This integration would allow for definite expansion with their team.
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72 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Need an ability to create Folders that only certain users can view.
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5 votes
You can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
An error occurred while saving the comment My customer has specifically asked for this option as well: I am looking for the functionality of recurring quarterly billing when writing contracts and sending them to clients. I only see 'Weekly, Monthly, and Annual' as options. Email from: joshm@wizehire.com
Would like ability to change the status of the document to COMPLETED within the Document instead of having the only option to do that from the Home page.