Settings and activity
40 results found
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15 votes
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24 votes
An error occurred while saving the comment Anna Kovalchuk commentedThe Client fills in the text field on the Quote. Once completed, I want to transfer the data from the Quote to Event Summary and want to pull through the information that the client filled out.
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7 votesAnna Kovalchuk supported this idea ·
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23 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 Anna Kovalchuk commentedI'd like to automate a calculated date to be "The date the form is sent" + 29 days. So If I send a form today, 10/10/2022. I'd like to automate a calculated date on the form be 11/08/2022
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12 votesAnna Kovalchuk supported this idea ·
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81 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 Anna Kovalchuk commentedPull smart content based on whether a checkbox is checked or not
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10 votes
An error occurred while saving the comment Anna Kovalchuk commentedUnlock the ability to switch between different document pages from the left-handed panel. Recipients cannot navigate through the document from the left-handed panel, only by scrolling
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77 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 Anna Kovalchuk commentedNo auto-populate for a duplicated signature field assigned to one recipient
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40 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 Anna Kovalchuk commentedAbility to restrict access to form for one e-mail to only once.
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63 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:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!
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 Anna Kovalchuk commentedMerge images from Hubspot via fields
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46 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anna Kovalchuk commentedI think the important thing there may also be that the selection in a drop down also can return a price from the catlog.
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61 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anna Kovalchuk commentedDon't let a recipient finish a document until the payment is completed
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Anna Kovalchuk supported this idea · -
10 votes
An error occurred while saving the comment Anna Kovalchuk commentedadd a subject field in the zapier connection to have an ability to Ability to change subject message sending a document via zapier
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9 votes
An error occurred while saving the comment Anna Kovalchuk commentedNow we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page
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37 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!Anna Kovalchuk supported this idea · -
11 votesAnna Kovalchuk supported this idea ·
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46 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!
Anna Kovalchuk supported this idea · -
10 votes
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40 votes
Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
We will be communicating it through our product newsletter and via alerts inside PandaDoc.Anna Kovalchuk supported this idea ·
Ability to set set a custom sequence number on a document whether it was previously used or not