Settings and activity
363 results found
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141 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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20 votes
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43 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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127 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 -
59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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18 votes
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57 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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334 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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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 -
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
200 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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670 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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47 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. -
249 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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363 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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112 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 appear more professional to have numeric variables to reflect comma separators.