Settings and activity
80 results found
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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.
An error occurred while saving the comment -
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!
Marissa McGuirk
supported this idea
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Marissa McGuirk
shared this idea
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Marissa McGuirk
supported this idea
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13 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 is available within the system. Please see this link for more information: https://share.getcloudapp.com/xQuxjWeb
Have a wonderful day!
Marissa McGuirk
supported this idea
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71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Marissa McGuirk
supported this idea
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67 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
An error occurred while saving the comment Marissa McGuirk
commented
Necessity for HR Workflow:
Signer #1 - Supervisor enters in employee review
Signer #2 - HR submits raise and approval signature
Signer # 3 - Supervisor sits down with employee and signs to acknowledge they discussed the review and raise
Signer #4 - Employee signsSigner #1 & #3 are the same email
Marissa McGuirk
supported this idea
·
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18 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 check the screenshot below!
Marissa McGuirk
supported this idea
·
Marissa McGuirk
shared this idea
·
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43 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 check the screenshot below!
Marissa McGuirk
supported this idea
·
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75 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 Marissa McGuirk
commented
A section in custom roles for "trainee" that will automatically send all documents to a manager for approval
An error occurred while saving the comment Marissa McGuirk
commented
The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.
Marissa McGuirk
supported this idea
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
An error occurred while saving the comment Marissa McGuirk
commented
Auto updating SKU in pricing tables in all templates when SKU is updated in the product catalog.
Marissa McGuirk
supported this idea
·
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70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Marissa McGuirk
supported this idea
·
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139 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!
An error occurred while saving the comment Marissa McGuirk
commented
Lock field position within a table
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment Marissa McGuirk
commented
When a recipient chooses a multiple choice option from the pricing table, the choice syncs back to Salesforce.
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc
Have a wonderful day!
An error occurred while saving the comment Marissa McGuirk
commented
copy and paste tables from MS Word into a PandaDoc table - to avoid copying cell by cell
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55 votes
After careful consideration and further analysis of this 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 Marissa McGuirk
commented
share a custom theme across workspaces
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26 votes
An error occurred while saving the comment Marissa McGuirk
commented
slack notification when a pandadoc is completed
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10 votes
An error occurred while saving the comment Marissa McGuirk
commented
Lines and borders in the editor for better formatting of the documents (for now image upload is an option).
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
An error occurred while saving the comment Marissa McGuirk
commented
Date with signatures populated automatically. It is really desirable to format the dates the same way the dates are formatted across the document.
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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:
An error occurred while saving the comment Marissa McGuirk
commented
If a text block on page 1 is deleted with specific product information, then the additional text blocks with that information will also be deleted.
Marissa McGuirk
supported this idea
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41 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!
An error occurred while saving the comment Marissa McGuirk
commented
Signature time stamps when signed next to each signature
An error occurred while saving the comment Marissa McGuirk
commented
The signer is able to put the wrong date, they can put both a date in the past and a date in the future with the date field, rather than having a signature stamp with date and time once the signature field is completed.
Marissa McGuirk
shared this idea
·
For example if a folder is named "Discount, then automatically store documents tagged with "Discount" in it.