Settings and activity
188 results found
-
666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
Thomas Hayes
supported this idea
·
-
47 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Thomas Hayes
supported this idea
·
-
41 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!
https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2
Thomas Hayes
supported this idea
·
-
115 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
·
-
231 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Thomas Hayes
supported this idea
·
-
311 votes
Released to general availability
An error occurred while saving the comment Thomas Hayes
commented
Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.
Thomas Hayes
supported this idea
·
-
37 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 customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
Thomas Hayes
supported this idea
·
-
68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thomas Hayes
supported this idea
·
-
19 votes
Hi!
We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.
Lever 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
·
-
67 votesThomas Hayes
supported this idea
·
-
6 votes
Valeryia Baranava responded
Thomas Hayes
shared this idea
·
-
96 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
Thomas Hayes
supported this idea
·
-
45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Thomas Hayes
commented
A custom variable that can be filled by a recipient. As an example, you could create a variable for the name of a company, and the recipient wil be able to input their company name, and it will autopopulate the variable on the recipients end.
Thomas Hayes
supported this idea
·
-
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.
Thomas Hayes
supported this idea
·
-
132 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.
Thomas Hayes
supported this idea
·
-
8 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
·
-
59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thomas Hayes
supported this idea
·
-
9 votes
An error occurred while saving the comment Thomas Hayes
commented
When you send the document to a recipient, and they invite someone to collaborate, you see the email addresses of the collaborators
Thomas Hayes
supported this idea
·
-
147 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Thomas Hayes
commented
Ability to make recipients private, so one recipient does not know who the other recipients are.
Thomas Hayes
supported this idea
·
-
32 votesThomas Hayes
supported this idea
·
When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional