Settings and activity
22 results found
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357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Robert Madsen
supported this idea
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An error occurred while saving the comment Robert Madsen
commented
Problem: An agreement recipient waits until the day prior to expiration to sign the document. The signing day is a weekend or holiday. The company executive designated to countersign the agreement opens the document on the next business day. The document has expired. The sender must cancel the document, place it in edit mode, extend the expiration date, and reach out to the client to resign the document. The process is an inconvenience for the client, creates a problem for documents that must be signed by a specific date, and may cause the client to rethink and not sign the agreement. The whole process makes the sender look unprofessional.
Issue: Once the document has been signed by either party, Panda Doc will not allow changes to the expiration date.
Recommendation: Allow the sender to extend the expiration date up to the point where the document is deemed "completed." Once the document has been signed by all parties, lock the document. Until that point, allow the sender to extend the expiration date, avoiding this awkward situation.
Comment: I see the first post was January 26, 2021. We are approaching two years. We consider this issue a programming flaw not a feature enhancement. The lock function was not vetted all the way. I think I speak for the 133 upvotes that precedes me that we are asking for urgent consideration for a fix.
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28 votes
An error occurred while saving the comment Robert Madsen
commented
Document search is a fundamental feature of every document program I have ever used.... going all the way back to the days of DOS. Now, I am dating myself. Yes. I am almost 100.
We are requesting both search within a document and search and replace within a document regardless of the document status. In other words, the same function should work on "completed" documents.
Panda Doc product managers must escalate fundamental program requirement requests like search and search and replace to the top of the development roadmap regardless of the vote count.
Alvin Jorge originally shared this request way back on April 29, 2020. That's a long time for a fundamental request to sit idol. Please pass our comments to senior product management. Robert Madsen (Panda Doc Evangelist and Influencer)
Robert Madsen
supported this idea
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12 votes
Valeryia Baranava responded
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31 votes
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104 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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.
Robert Madsen
supported this idea
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139 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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30 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!
https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#4
Robert Madsen
supported this idea
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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.
Check out these helpful articles:
Robert Madsen
supported this idea
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519 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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
Robert Madsen
supported this idea
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159 votes
Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
Robert Madsen
supported this idea
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228 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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111 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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
Robert Madsen
supported this idea
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
Robert Madsen
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Robert Madsen
supported this idea
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137 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.
Robert Madsen
supported this idea
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203 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 auto-update HubSpot deal products has been released! Please see this link for more information.
Robert Madsen
supported this idea
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29 votes
An error occurred while saving the comment Robert Madsen
commented
Agree with Thomas with an added option. Only the PandaDoc super admin can unlock a Completed document with multi-factor authentication. In other words, only one person can unlock a Completed document and with a thoughtful process preventing mistakes.
Robert Madsen
supported this idea
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23 votesRobert Madsen
supported this idea
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123 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.
For more information, please click the link below!
Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
Not Planned? A good reason to consider other systems. ~Robert Madsen