Settings and activity
121 results found
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10 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!
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
4 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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269 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) supported this idea · -
25 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commenteddynamic numbering in the quote that adjusts automatically as line items are rearranged, removed, or added? This would be incredibly helpful.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
82 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.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
7 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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77 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!
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
20 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedCustomer 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.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
29 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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18 votesAdminLori Nolen (Admin, PandaDoc) supported this idea ·
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12 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedCustomer 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
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
81 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!AdminLori Nolen (Admin, PandaDoc) supported this idea · -
32 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!
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
6 votes
An error occurred while saving the comment AdminLori Nolen (Admin, PandaDoc) commentedMy 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.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
64 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) commentedNeed an ability to create Folders that only certain users can view.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
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 AdminLori Nolen (Admin, PandaDoc) commentedMy 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
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
53 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!
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
40 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) commentedEnd users can not re-start a form if there’s an existing open document for that form. DocuSign HAS THIS ABILITY already---it forces some of our Forms users to leave us b/c it prevents charging for a Form that was never completed or users starting same Form over and over.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminLori Nolen (Admin, PandaDoc) supported this idea · -
64 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) commentedCustomer L. Link from large non-profit has threatened full churn; once customers complete documents they often have to upload numerous requirements using Collect Files field; and when the document is complete it currently requires MANY different attachments to be opened one at a time to get the COMPLETE document. We need a way for them to see all of the attachments.
AdminLori Nolen (Admin, PandaDoc) supported this idea ·
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