Settings and activity
219 results found
-
13 votes
Angelica Lapat supported this idea ·
-
72 votes
Hi there! Thank you so much for submitting an idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
-
8 votes
-
3 votes
-
93 votes
Hello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference: https://support.pandadoc.com/hc/en-us/articles/360052498753-Create-Forms
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
127 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
-
22 votes
An error occurred while saving the comment -
22 votes
An error occurred while saving the comment "Is it possible to turn off the external collaborators function for our users? We really don't want our users having the permission to send out invites for guest collaborators." - michael@procurify.com
-
48 votes
-
45 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!
-
22 votes
-
22 votes
An error occurred while saving the comment Remove the ability to add fillable fields from document senders when creating a document from a template.
-
6 votes
-
9 votes
-
13 votes
-
2 votes
-
21 votes
-
24 votes
-
99 votes
Hi,
This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
2 votes
Ability to export reports on documents with tags associated with each document.