Settings and activity
382 results found
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21 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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129 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.
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64 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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18 votes
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58 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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347 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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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
217 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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673 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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26 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. -
253 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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380 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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13 votes
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118 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
It would appear more professional to have numeric variables to reflect comma separators.