Settings and activity
261 results found
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2 votes
Valeryia Baranava responded
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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451 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 this release 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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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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33 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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15 votes
An error occurred while saving the comment An error occurred while saving the comment See the sender's email within the document sent to the recipient. Similar to the concept of viewing the recipient's email on the top right of the document.
See attached image where "panda doc" is highlighted on the left side. -
59 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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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114 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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191 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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21 votes
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment It would appear more professional to have numeric variables to reflect comma separators.
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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355 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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14 votes
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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
225 votesWe wanted to share an update regarding the 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.
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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.
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50 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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258 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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340 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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128 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.
It would be great to have the email from a sent PD document to appear in gmail sent items as if were sent natively from Gmail.