Settings and activity
18 results found
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23 votes
AdminMolly Abrams (Admin, PandaDoc) supported this idea ·
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95 votes
Hello 👋
Great news – we're working on SMS delivery now.
If you're interested in getting a sneak peek at the solution and taking part in our usability testing, kindly let me know.
Igor | Product Team, PandaDoc
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14 votes
An error occurred while saving the comment -
3 votes
An error occurred while saving the comment When receiving completed documents, the issue with having to search via email of the recipient gets muddy. Having the ability to search via one of the fillable fields, such as the child’s name would be great.
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9 votes
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22 votes
An error occurred while saving the comment Be able to embed a link in saved messages within PandaDoc
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9 votes
An error occurred while saving the comment For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
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222 votes
Hi. Right now, 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.
Don’t hesitate to reach out if you have any other ideas. -
165 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! -
14 votes
An error occurred while saving the comment As we were building a template yesterday with the sales team, we realized that there were many sections where we wanted to give guidance to users on what they can do with a particular section. It would be great if the template had a place to drop comments to give instructions on users when they are building out the document. Once the document is sent, those comments would obviously disappear, as they are internal and not meant for the end user.
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37 votes
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4 votes
An error occurred while saving the comment For the manual complete, just give an option in the three dots drop down list, for changing the status from (draft, sent, viewed) to completed when the document is opened. Same as what version 1 had.
This one you have to go to the full ‘created by me list’ (line by line) and use the three dots to get the ‘change status’ line, but some documents that get approved are older and way down on the list. Typically when a client calls to approve, we open zoho to create the job, so I click on the sent panda doc to complete (as its quicker than searching the panda doc list)
If you open the panda doc from within zoho, (so you have the full document open that was sent) there is no manual complete. So this open page also needs the ‘change status’ option as well. -
52 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 should be able to add a picture into the text box (like 1.0 has) with the writing (sometimes a small reference pic is a nice touch but don’t need a half page block for it.)
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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.
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282 votes
Hi there! 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 Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.
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103 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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239 votes
Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields.
While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.
The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.
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6 votes
An error occurred while saving the comment From Customer - What I am requesting is to have a parameter where we can stop a role from deleting a COMPLETED document, which is not available currently in Pandadoc.The only related parameter that is available is : “Can delete other's documents”, which doesn’t not answer to our requirement.So even if I created a customized role the parameter is not available.
Therefore I am suggesting, to either add the parameter, or better if a user deletes any document (whether completed or sent or drafted) to send it to a recycle Bin Folder , where the access to that folder can be parametric, and only specific roles can delete documents in that folder.
When document packets are sent out in “Bulk” to clients, upon completion when they all start coming back in, there is no way to print the bulk documents out without having to go into each document.