Settings and activity
280 results found
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14 votes
Valeryia Baranava responded
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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9 votes
Valeryia Baranava responded
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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6 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!
Passing information from Salesforce into PandaDoc (via fields)
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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147 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.
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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8 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!
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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16 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!
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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13 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists by using Quote Builder. For more information, check the screenshot below.
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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40 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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2 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!
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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4 votes
Valeryia Baranava responded
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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35 votes
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
An error occurred while saving the comment -
57 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!AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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56 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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5 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!
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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68 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.
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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15 votes
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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97 votes
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
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3 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!
AdminSolomiia Mereniuk (Admin, PandaDoc) shared this idea ·
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22 votes
AdminSolomiia Mereniuk (Admin, PandaDoc) 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.
AdminSolomiia Mereniuk (Admin, PandaDoc) supported this idea ·
be able to add some customization so the form will look in a different way
* remove buttons from the recipient view
* add new ones
* hide some panels/sections
* hide logo/branding etc