Settings and activity
105 results found
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107 votes
Hi there!Â
Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!
Moira Lavender
supported this idea
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152 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!
Moira Lavender
supported this idea
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9 votes
Valeryia Baranava responded
Moira Lavender
supported this idea
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Moira Lavender
shared this idea
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!Â
Moira Lavender
supported this idea
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85 votesMoira Lavender
supported this idea
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51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Moira Lavender
supported this idea
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66 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 this scenario 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.
Moira Lavender
supported this idea
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5 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!
Moira Lavender
supported this idea
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28 votesMoira Lavender
supported this idea
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42 votes
Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
Moira Lavender
supported this idea
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122 votes
The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
Moira Lavender
supported this idea
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7 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:
Moira Lavender
supported this idea
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111 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
Moira Lavender
supported this idea
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14 votesMoira Lavender
supported this idea
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519 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!Â
Moira Lavender
supported this idea
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status 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
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
Moira Lavender
supported this idea
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48 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!
Moira Lavender
supported this idea
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14 votesMoira Lavender
supported this idea
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
Moira Lavender
supported this idea
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46 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!
Sending another document when PandaDoc document status changesÂMoira Lavender
supported this idea
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