Settings and activity
233 results found
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36 votes
Jomarie Papas supported this idea ·
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336 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jomarie Papas supported this idea ·
An error occurred while saving the comment -
15 votes
Jomarie Papas supported this idea ·
An error occurred while saving the comment Jomarie Papas commented
automatically send out a recurring invoice using PandaDoc then sync it with QBO using Zapier
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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Jomarie Papas supported this idea ·
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34 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!
Jomarie Papas supported this idea ·
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70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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174 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
An error occurred while saving the comment Jomarie Papas commented
I am testing pandadoc to see if we can use it for our business. I have a template that was created in indesign and I want to add categories, in this case I am trying to add a number field and I cant manage. I would like the numbers to then be added at the end
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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57 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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.
Jomarie Papas supported this idea ·
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3 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!Jomarie Papas supported this idea ·
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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.
Jomarie Papas supported this idea ·
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103 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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7 votes
Jomarie Papas supported this idea ·
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10 votes
Jomarie Papas supported this idea ·
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72 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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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.
Jomarie Papas supported this idea ·
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101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jomarie Papas supported this idea ·
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48 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!
Jomarie Papas supported this idea ·
Is there a way where once a document expires, we can automatically re-send it to the signer?
I see we can set a one day reminder but I was hoping for it to be automatically re-sent.