Settings and activity
339 results found
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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.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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 click the link below!
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355 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!
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357 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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203 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 allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
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14 votes
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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 allowing to disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
An error occurred while saving the comment AE shared a contract that requires 2 signatures via link. each signer has their own special link and if only one link is shared, then the second signer does not get the option/notification to sign. By locking down the "share via link" function, then the AE would send as an email through PD and all signers would get notifications for signature.
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109 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 Ideally, if on vacation, to have the settings allow the temp-approver to be assigned from "x" date to "x" date.
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231 votes
We 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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289 votes
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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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159 votes
Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
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26 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 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. -
260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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129 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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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
It would appear more professional to have numeric variables to reflect comma separators.