Settings and activity
243 results found
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116 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.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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96 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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17 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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13 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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128 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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303 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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5 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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4 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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41 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!AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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54 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!
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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294 votes
Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
An error occurred while saving the comment AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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179 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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228 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 The customer has asked if we can make it so that when a Form is embedded on a website and the recipient enters name and email -- the email that is usually sent out can be delayed.
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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6 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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10 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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1 vote
AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea ·
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28 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea ·
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9 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea ·
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2 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea ·
The customer would like to be able to make all of the fields in a document not required without having to do each field separately.