Settings and activity
73 results found
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62 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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12 votes
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25 votes
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285 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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593 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
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84 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
32 votes
Hi there! 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. Right now, 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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3 votes
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33 votes
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13 votes
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11 votes
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18 votes
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28 votes
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5 votes
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9 votes
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51 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 One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.
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9 votes
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160 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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65 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 Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.
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4 votes
When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.