Settings and activity
239 results found
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1 vote
AdminChristopher Ragland (Customer Support Associate, PandaDoc) shared this idea ·
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12 votes
An error occurred while saving the comment -
49 votes
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2 votes
An error occurred while saving the comment The PD user has multiple workspaces and would like to be able to download a document from one workspace that has Salesmate attributes (tokens) and upload it into another workspace and have those attributes be active. Right now, users have to go and copy/paste the attributes into the documents that contain attributes and are uploaded into a different workspace.
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1 vote
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574 votes
An error occurred while saving the comment Feedback from our Forums, 'That makes automating an agreement commencement date on date of signing impossible. I cant belive such a core need has been left out.'
An error occurred while saving the comment For example, on an uploaded PDF where there is a spot for signature, name, and time of signing, can there be a way to input the time there of when the document is signed.
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1 vote
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1 vote
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5 votes
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164 votes
An error occurred while saving the comment The ability to have the Fields open to anyone the document has been sent to.
Use case example, the user wants to gather information from a team and doesn't care who provides fills out the fields.
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2 votes
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9 votes
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1 vote
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83 votes
An error occurred while saving the comment Employee IDs, for example.
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5 votes
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8 votes
An error occurred while saving the comment At this time -- If we add a document to the contact record, it does not automatically link it to the company record.
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9 votes
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7 votes
An error occurred while saving the comment The ability to change the expiration date for Form documents in Expiration settings after the Form has been published.
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3 votes
An error occurred while saving the comment Change the order of the custom variables on the variables list in the PandaDoc editor.
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9 votes
The ability to keep the IP address, but remove the location.