Settings and activity
13 results found
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195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Michael Bauza supported this idea ·
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7 votes
An error occurred while saving the comment Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.
This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.
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3 votes
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15 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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26 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Quote, localized based on your profile language, will be inherited in exported pdfs.
It will be applied to newly added quote blocks only.
An error occurred while saving the comment Add Localization to QB/Catalog for Product Name so when the document is downloaded as PDF, the localization is saved
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53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Have the ability to hide pages in a document as well as hide a pricing table from other recipients.
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75 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Customer would love to have the ability to have options in a table or pricing table be able to be marked as required, similar to how fields are required.
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6 votes
Hi,
Thank you for taking the time to leave your request. The feature you requested is already available.
Through PandaDoc Automations, you can set up a rule on a specific template so that any document created from it automatically moves to a chosen folder once it's marked Sent or Completed. Once configured, every future document created from that template will inherit the same behavior — no need to set it up more than once.
For more information, please refer to this article on Automations: https://support.pandadoc.com/en/articles/9714985-automations
An error occurred while saving the comment The customer would to have the option to place documents in folder after creating them from a template.
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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
An error occurred while saving the comment The customer would like to have the ability to send multiple documents at once.
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33 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The customer would like to have the option to send a reminder to themselves as well as one to the recipient.
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451 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 this release 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 The customer would like to have the ability to remove decimals and change in the pricing table. Example: instead of $100.00 they want it say $100.
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25 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign.
Have a wonderful day!
An error occurred while saving the comment The customer would like to make PandaDoc compatible with the integration ActiveCampaign.
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28 votes
An error occurred while saving the comment There is a phrase (Schedule of Federal Financial Assistance) that has been used in the proposal. Now they want me to change that to something else. I wondered if there was a way to search for it (instead of me having to read through the whole proposal).
Currently, several aspects of our docx import capabilities are not compatible with word, thus when clients import their docx files to the editor they lose most if not all formatting and structure.