Settings and activity
122 results found
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83 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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24 votes
An error occurred while saving the comment -
379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment Customer knm@compulinkadvantage.com (Kara) at Compulink...very much needs this option for their entire Sales team! It is a feature they have asked about for a long time.
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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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19 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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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101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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37 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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80 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
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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56 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios 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.
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
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49 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 End 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.
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112 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Customer 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.
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27 votes
An error occurred while saving the comment Account Owner very much needs to be able to do a document search across ALL workspaces at one time when searching for documents--she often spends large amounts of time looking for documents b/c she is not sure of the owner and the creator of the document could potentially be a part of multiple workspaces. mwillis@nkcac.org
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59 votes
We wanted to share an update regarding this 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 I have a customer with Sales Reps that are moving fields and creating major problems with documents going out to customers. Content locking does NOT solve the problem b/c they can still move the fields. Need a way to not only lock content, but ALSO be able to lock fields into position. Customer has threatened to churn without this feature request.
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24 votes
Valeryia Baranava responded
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13 votes
An error occurred while saving the comment Direct request from my customer: a feature that would save time is a search field in the FOLDERS under CONTENT LIBRARY.
We happen to have about 30 folders here so a search with a keyword is helpful and saves time in scrolling. kate.dilorenzo@carrworkplaces.com
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.