Settings and activity
15 results found
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
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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23 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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29 votes
It is possible to upload contacts using CSV via Google Contacts: https://support.pandadoc.com/hc/en-us/articles/1500004997122-How-to-import-Google-contacts
An error occurred while saving the comment Lena Panfilenko
commented
Upload contacts as CSV
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Lena Panfilenko
commented
in-built PandaDoc spell checker
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43 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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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 Lena Panfilenko
commented
Hide CC'ed recipients in Zendesk Sell
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205 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Lena Panfilenko
commented
Restrict access for team members (admins, managers) to separate documents
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451 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 Lena Panfilenko
commented
change the pricing tables so that we don't have decimals
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75 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 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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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases 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 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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107 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 Lena Panfilenko
commented
Automatically send the doc after it's approved
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62 votes
Hi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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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16 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.
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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
An error occurred while saving the comment Lena Panfilenko
commented
it would be good to have a way to add more than one template to a envelope I am sending
mass expire documents