Settings and activity
188 results found
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29 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment 
Thomas Hayes
supported this idea
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
Thomas Hayes
supported this idea
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An error occurred while saving the comment Thomas Hayes
commented
Be able to hide dollar values on dashboard, and select from different currencies
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1 vote
Hi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to export incomplete and viewed documents data in CSV is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-ReportingHave a wonderful day!
Thomas Hayes
shared this idea
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8 votes
Valeryia Baranava responded
Thomas Hayes
shared this idea
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thomas Hayes
supported this idea
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
Thomas Hayes
supported this idea
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11 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
API Reference Create Document From PandaDoc Template
https://developers.pandadoc.com/reference/create-document#/
Also we have separate guide on how to work with tables https://developers.pandadoc.com/docs/working-with-tables#/
Thomas Hayes
supported this idea
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94 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thomas Hayes
supported this idea
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22 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!
Thomas Hayes
supported this idea
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thomas Hayes
supported this idea
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
An error occurred while saving the comment Thomas Hayes
commented
An option so all completed documents go into a specific folder
Thomas Hayes
supported this idea
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203 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
Thomas Hayes
supported this idea
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15 votesThomas Hayes
supported this idea
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60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Thomas Hayes
commented
Option so that when a document is completed, a copy can automatically be sent to specific recipients.
Thomas Hayes
supported this idea
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2 votes
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
Thomas Hayes
supported this idea
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5 votes
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
Thomas Hayes
supported this idea
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21 votesThomas Hayes
supported this idea
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190 votes
An error occurred while saving the comment Thomas Hayes
commented
Ability to change the size that prices are displayed as in the pricing table
An error occurred while saving the comment Thomas Hayes
commented
Ability to change the size that prices are displayed as in the pricing table
Thomas Hayes
supported this idea
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52 votes
An error occurred while saving the comment Thomas Hayes
commented
Collect files field has option to show the file, like in Ev1. attach files can be viewed
Thomas Hayes
supported this idea
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95 votesThomas Hayes
supported this idea
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After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc