Settings and activity
357 results found
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1 vote
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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328 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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11 votes
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109 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
An error occurred while saving the comment -
1 vote
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
198 votesHi,
Thank you so much for reaching out – this is 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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668 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.
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46 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 For CSMs - using Cloudapp and/or Loom to record videos for clients on decks (QBR, Success Plans, ...) would like the ability to embed within a PandaDoc template
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24 votes
An error occurred while saving the comment When sending an email to a client, to allow hyperlinks to be created within the email message.
Ex.
- under my signature to create a hyperlink for my "calendar" for appointments
- sending a QBR video - rather than the full https... a hyperlink would appear less retro. -
247 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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359 votes
Hi,
Thank you so much for reaching out – this is 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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2 votes
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13 votes
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111 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment In expiration settings, where it says "expire send document in ..." to have a dropdown calendar to select a date rather than calculating number of days.
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3 votes
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237 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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5 votes
Ideally, if on vacation, to have the settings allow the temp-approver to be assigned from "x" date to "x" date.