Settings and activity
15 results found
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7 votes
An error occurred while saving the comment Ben Revzin supported this idea ·
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4 votes
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231 votes
We 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.
An error occurred while saving the comment Hi Valeryia. Thankfully Pandadoc has the ability to send the documents directly rather than having to copy/paste the link into a separate email. For that I utilize saved messages and my entire team does as well.
So currently our saved messages have placeholders for our team for instance "Hi (ADD CUSTOMER NAME HERE), in this document you will find a quote from (ADD INSURANCE CARRIER HERE)"
This is can lead to our clients receiving emails with this text accidentally in it and it takes lots of time for our team members to read through each saved message template and then change out the placeholders for the variables manually.
Thank you for reading this!
An error occurred while saving the comment YES PLEASE! Need variables in the saved messages.
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
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112 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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311 votes
Released to general availability
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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 Yes please! Our company color is a dark blue and it results in signatures being practically invisible on some of the pages!
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71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Please!!
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19 votes
Valeryia Baranava responded
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68 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.
An error occurred while saving the comment Yes please! I will buy lunch for any developer who makes this happen!
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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.
An error occurred while saving the comment Having 100+ templates to update any time our terms and agreements page needs an update is hours of work. Live content updating would be incredibly useful!
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
I want to put the same template into two different folders. Each employee has a folder and I want to essentially have shortcuts to the same templates for both of them.