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167 results found
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36 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!
Angelica Lapat
supported this idea
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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 Angelica Lapat
supported this idea
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
Angelica Lapat
supported this idea
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24 votesAngelica Lapat
supported this idea
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26 votes
Advanced reporting combined for all workspaces is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
Angelica Lapat
supported this idea
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63 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Angelica Lapat
supported this idea
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32 votes
Conditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
Angelica Lapat
supported this idea
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4 votes
Please be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
Angelica Lapat
supported this idea
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115 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Angelica Lapat
supported this idea
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101 votesAngelica Lapat
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3 votesAngelica Lapat
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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.
Angelica Lapat
supported this idea
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79 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Angelica Lapat
supported this idea
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Angelica Lapat
supported this idea
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
Angelica Lapat
supported this idea
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11 votesAngelica Lapat
supported this idea
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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.
Angelica Lapat
supported this idea
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18 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!
Angelica Lapat
supported this idea
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30 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#4
Angelica Lapat
supported this idea
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43 votesAngelica Lapat
supported this idea
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be able to upload the image of signature with a transparent background to the image that's uploaded