Settings and activity
254 results found
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1 vote
AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea ·
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108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
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1 vote
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6 votes
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3 votes
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1 vote
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439 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment For example, change the current formatting of CA$1,500 to 1,500$.
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15 votes
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1 vote
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56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment For users in the account that are not CC'd on a document.
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4 votes
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2 votes
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42 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! -
7 votes
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1 vote
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1 vote
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32 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 For example -- bold, underline, italicize.
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13 votes
An error occurred while saving the comment For example, 5 documents that were created by a template -- can there be a functionality so those could be bundled and sent together instead of having to download and upload the PDFs.
An error occurred while saving the comment It would be great to change bundling so that two documents that are in draft status can be bundled together in the case that the user doesn't want to convert anything to a template.
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33 votes
An error occurred while saving the comment For example -- the client sends multiple NDAs, NEAs, and other agreements. Can we have the ability to see how many times a document of a particular type was sent and closed?
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84 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 For example, adding a variable to the price spot for one of the line items.
For example, if the approver has left the company, or is out of the office and unable to approve the document and it needs to be approved immediately.