Settings and activity

  1. 110 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Zach Snyder supported this idea  · 
  2. 16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Zach Snyder commented  · 

    please add this! Seems silly to have to have an extra click when there could just be a search box on the dash. thanks!

    Zach Snyder supported this idea  · 
  3. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Zach Snyder supported this idea  · 
    An error occurred while saving the comment
    Zach Snyder commented  · 

    You should make it so that as a user, I can change a contact's information while managing the recipients in a document. For example, I have a contact that is now employed at a different school, and I know she is in PandaDoc, because I've sent her documents before. What I wanted to do was add her as a recipient, and then change her email address, but I could not do that. I had to get out of the document I was on, go to contacts, find her, edit her, and go back to the doc and add her now that the info was updated. Would have been easier and faster to be able to edit her info while I was in the doc itself, so I didn't have to change "modules" or whatever you call documents, templates, contacts, etc.

  4. 63 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Zach Snyder commented  · 

    You should be able to create custom variables that are based on other variables. For example, you should be able to make Variable C [[Variable A]+[Variable B]], or have the ability to add formulas to the table cells, similarly to Excel. It seems like there is some sort of this functionality with the system variable [Document.Value], but you cannot create your own variable that adds multiple pricing table totals together in one variable.

    Zach Snyder supported this idea  · 
  5. 503 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Zach Snyder supported this idea  ·