Settings and activity
166 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
223 votesWe wanted to share an update regarding the 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.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
An error occurred while saving the comment -
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11 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
An error occurred while saving the comment Option to pull value from the Deal custom field to the pricing table in PandaDoc
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12 votes
An error occurred while saving the comment In case one person is pre-assigned in many templates, option to mass update this recipient and change it to another one
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5 votes
An error occurred while saving the comment Option to change the text of the Forward button to make it more clear to the client
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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9 votes
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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25 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!
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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14 votes
An error occurred while saving the comment Option to setup the type for the signature by default (for example, draw). Now, when you sign the document and click on the signature field, Type (option to type your signature) is displayed first.
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20 votes
Valeryia Baranava responded
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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256 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to send a customize email notitfication for the 2nd signer in the Signing order.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
An error occurred while saving the comment Ability to change the position of the button "Open document" in the email (in case the email message is too long)
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8 votes
Valeryia Baranava responded
An error occurred while saving the comment In case there is one person pre assigned in many templates to the role, option to mass update this recipient automatically
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9 votes
Valeryia Baranava responded
An error occurred while saving the comment Add an image to the image block in the mobile app
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258 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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3 votes
An error occurred while saving the comment Ability to count fields, audit for fields to know how many times an answer is recorded
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88 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Ability to change document name when it is created from CRM (Monday). Not it is automatically changes the name to the Deal's name
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The recipients need to be able to change price in the Forms
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26 votes
Valeryia Baranava responded
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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46 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 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.
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to ustomize the window that shows up when a document is completed
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
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25 votes
An error occurred while saving the comment Pop up with the instruction how to fill the field
AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) supported this idea ·
Add variables to the messages that are sent to the receiver by email, so it will automatically add their name or other info to the message