Settings and activity
24 results found
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11 votes
An error occurred while saving the comment -
32 votes
An error occurred while saving the comment 
Inna Babii
commented
: similar to how field mapping works on the CRM/API. You could set up catalog field mapping, create custom columns and allocate the data from catalog to populate those columns
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54 votes
An error occurred while saving the comment Inna Babii
commented
be able to amend wording for some default system "messages"
once the document is completed it says "you can download pdf version" -- would like to change the wording here
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17 votes
An error occurred while saving the comment Inna Babii
commented
Void/Recall the email message sent along with the document once the document is edited
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1 vote
An error occurred while saving the comment Inna Babii
commented
a possibility to have variables filled in pandadoc be capital by default
use case: Pandadoc is currently integrated to Hubspot and we are using it to fill Bank forms for clients
However, the banks are requiring the filled data to be filled in capital letters. -
3 votes
An error occurred while saving the comment Inna Babii
commented
a way to categorise contacts with folders
I want to know which my customers are, employees, outsourcing partners & etc -
46 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 Inna Babii
commented
merge vertical cells in tables
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11 votes
An error occurred while saving the comment Inna Babii
commented
a way to allow members on the account to view only their own personal contacts (with Custom Roles)
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2 votes
An error occurred while saving the comment Inna Babii
commented
Maybe it would be necessary to prevent duplication of documents created in Editor 1 or to convert them automatically into Editor 2.
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38 votes
An error occurred while saving the comment Inna Babii
commented
Disable Chat icon from the live view on the documents
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87 votes
Hi there! Thank you for submitting this idea –it's 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 Inna Babii
commented
Export/download Audit Trail for the documents
(now it is visible only via web) -
21 votes
An error occurred while saving the comment Inna Babii
commented
If the client attaches a pdf while changing document status manually, the pdf is not downloadable/visible for the recipients as it used to be in Ev1.
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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!
An error occurred while saving the comment Inna Babii
commented
Availability to set the background that shows up behind your document in EV2 (previously was possible in EV1)
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124 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 Inna Babii
commented
formulas for variables
for example: if variable A is equal X then variable be is Y -
67 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 Inna Babii
commented
when you create documents from Accounts and Contacts in Zoho the document title of the object is not populated (like from other objects)
the original title of template is saved -
14 votes
An error occurred while saving the comment Inna Babii
commented
support RTL languages
Hebrew in particular -
381 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
An error occurred while saving the comment Inna Babii
commented
change eur symbol position in pricing table as per European format
not € 0.00 but 0.00€ -
302 votes
Hi, Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
An error occurred while saving the comment Inna Babii
commented
variables to be populated in the document name
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5 votes
An error occurred while saving the comment Inna Babii
commented
Would like to have borders for the pages inside PandaDoc
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129 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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
An error occurred while saving the comment Inna Babii
commented
Set permission for the user to view only certain document folders
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feature to allow note price index regulation for every customer. For example be able to create own document statuses and add multiply of them (e.g. “price index”, “terminated”, “in termination”, “services”)
Price index is something we would like to keep track on, so every year we can see how many years it have been changes and so on.