Settings and activity
102 results found
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227 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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50 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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75 votes
We wanted to share an update regarding this 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.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
An error occurred while saving the comment -
6 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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23 votes
Lindsey Schocke responded
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
An error occurred while saving the comment Ability to lock content blocks in place so they don't move
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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22 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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27 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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21 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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30 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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123 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.
For more information, please click the link below!
Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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95 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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13 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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122 votes
The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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3 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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4 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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108 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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311 votes
Released to general availability
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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10 votes
Valeryia Baranava responded
An error occurred while saving the comment For example, the purchasing dept. has documents where the customer signs as well as the CFO. However, the CFO isn't doing negotiations, the purchasing dept. is but since they're not a signer, they're not receiving reminders and would like to so they can easily be reminded to follow-up on the outstanding document.
An error occurred while saving the comment Ability to customize reminder notifications to include those who aren't signers.
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
An error occurred while saving the comment Automate sending out a document on a weekly basis to specific recipients like timesheets
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.