Settings and activity
14 results found
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35 votes
An error occurred while saving the comment -
214 votes
An error occurred while saving the comment Lena Panfilenko commented
I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign
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15 votes
An error occurred while saving the comment Lena Panfilenko commented
The font does not scale according to the size of the date field
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221 votes
Hi. Right now, 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.
Don’t hesitate to reach out if you have any other ideas.An error occurred while saving the comment Lena Panfilenko commented
in-built PandaDoc spell checker
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28 votes
An error occurred while saving the comment Lena Panfilenko commented
To disable the type function in the signature field, so that the recipient could draw only
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104 votes
Hi there! 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 Lena Panfilenko commented
Hide CC'ed recipients in Zendesk Sell
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122 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 Lena Panfilenko commented
Restrict access for team members (admins, managers) to separate documents
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381 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
An error occurred while saving the comment Lena Panfilenko commented
change the pricing tables so that we don't have decimals
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60 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
An error occurred while saving the comment Lena Panfilenko commented
We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.
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49 votes
An error occurred while saving the comment Lena Panfilenko commented
To have a function to set a discount to be added only when someone has checked off all optional items
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52 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 Lena Panfilenko commented
Automatically send the doc after it's approved
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7 votes
An error occurred while saving the comment Lena Panfilenko commented
We have a client from Canada where their postal code have letters. However the field selected as postal code, only allows numbers, would be nice to have a third option(USA, USA +4 and a new one USA +4 and letters)
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47 votes
Hi there! Thank you so much for submitting your idea – this is a great suggestion and we have had other customers asking about this feature as well. We're currently looking into the possibility of developing it. We'll share another update soon! Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
An error occurred while saving the comment Lena Panfilenko commented
I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.
The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.
i would then like these answers to populate into saleforce to create a job for us to resolve
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11 votes
An error occurred while saving the comment Lena Panfilenko commented
Would be good to have a bulk way to remove all the signature fields for a particular signer.
mass expire documents