Settings and activity
5 results found
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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.
Aaron Guzman
supported this idea
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An error occurred while saving the comment -
6 votes
Valeryia Baranava responded
Aaron Guzman
supported this idea
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12 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 has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
Aaron Guzman
supported this idea
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311 votes
Released to general availability
An error occurred while saving the comment Aaron Guzman
commented
It would be great to have title templates within the template settings. My agreement template may be named "Agency Agreement" but the title I wish to send out will be "Purchase Agreement - [Company Name]"
Aaron Guzman
supported this idea
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82 votes
We wanted to share an update regarding zooming in or out of the document. 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 Aaron Guzman
commented
Ability to Zoom in on documents or templates would be great! Not just browser zoom.
Aaron Guzman
supported this idea
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We use a lot of templates. All of the new agreements end up in the Documents folder and we have to go back later to organize the docs in different folders to stay organized. It'd be great to specify a document folder the new agreement should live inside of upon sending the agreement. Also, it'd be great if templates could have a folder option where docs created with that template will land in a pre-set folder.