Settings and activity
31 results found
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302 votes
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
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An error occurred while saving the comment An error occurred while saving the comment AdminInna Babii (Admin, PandaDoc) commented
Set some conditions for the image blocks via API. For example to have an optional image block which does not take any space in the document if there are no images supplied.
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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 change eur symbol position in pricing table as per European format
not € 0.00 but 0.00€ -
59 votes
An error occurred while saving the comment Recurring charges from Pandadoc (via Stripe): automatically stop on a set end date / fixed period the recurring charge from PandaDoc
An error occurred while saving the comment Availability to calculate monthly payments in pricing table based on annual package price
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311 votes
Released to general availability
An error occurred while saving the comment variables to be populated in the document name
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10 votes
An error occurred while saving the comment Would like to have borders for the pages inside PandaDoc
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192 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 Set permission for the user to view only certain document folders
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37 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 feature allowing to customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
An error occurred while saving the comment able to export/print the list of recipients and approvers for documents
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
An error occurred while saving the comment link one product to another within catalog items (for example if something goes as a package)
"one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not" -
95 votes
An error occurred while saving the comment Have a bin (folder for deleted docs) and private folder (where you can store your docs nobody has access to)
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
An error occurred while saving the comment Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
1 person first
then to 5 persons
then to 3 persons -
121 votes
Hi there. Thank you for submitting this idea! 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 Availability to add links that jump from one part of a document to another part of the same document
A way to make content blocks show/hide based on whether a check box is selected or not.
Example, if I check a box for yes, it shows an additional content block.