Settings and activity
333 results found
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1 vote
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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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 -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 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 -
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
196 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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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662 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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44 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 -
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. -
245 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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351 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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2 votes
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13 votes
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109 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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233 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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5 votes
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