Settings and activity
43 results found
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21 votes
An error occurred while saving the comment -
Tokens/Variables in saved messages / email body or subject
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147 votesAn error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
use variables into email message
An error occurred while saving the comment to add variables to saved messages
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4 votes
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539 votes
Hi,
Thank you so much for reaching out – that is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it – it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank youAn error occurred while saving the comment add a formula to pricing table where the price per item changes as the quantity goes higher
An error occurred while saving the comment advanced calculations/ cpq - divide by month the price for each product line item in the pricing table
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7 votes
An error occurred while saving the comment recipient verification for bulk send
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22 votes
An error occurred while saving the comment remove popup window to fill the full name and email fro forms
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38 votes
An error occurred while saving the comment remove prove that you are not a robot from the forms
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5 votes
An error occurred while saving the comment download the templates in Bulk in PDF
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54 votes
Hi there! 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 Send a thank you message when the document is completed
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303 votes
Hi, Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
An error occurred while saving the comment Sync the name of the organisation in our CRM with the title of the document
An error occurred while saving the comment document title from Pipedrive token
Format the document titles, so it's the Org Name and the Template title
An error occurred while saving the comment Automatically change the document name created from the template
To add an option to rename the document once you click Use this template
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4 votes
An error occurred while saving the comment notify someone who is not a document owner or participant that the document is completed and/or signed.
to pull out certain fields from the document and notify them that the document was signed, and for example, they signed a X year agreement, the Contact is X and they are in X state.
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52 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!Â
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 add variables to the image
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25 votes
An error occurred while saving the comment change the license without deleting a user to give this license to another user
If all licenses are occupied, the only way to change the Standard licence to eSign e.g. is to delete a license to make it available.
https://pandadoc.zendesk.com/agent/tickets/451178 -
91 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 add to contacts a company registration number
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22 votes
An error occurred while saving the comment bulk upload for content library items
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13 votes
An error occurred while saving the comment Not to have a required field if the conditional rule is set up
If the conditional set up as no, no field appears
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6 votes
An error occurred while saving the comment word center justification
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92 votes
Hello,Â
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 Checkboxes are automatically aligned if the text is added or edited
If the checkboxes are added next to the text and then this text is edited, you need manually change the position of the checkbox. It should be done automatically
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88 votes
Hi there. Thank you for submitting this idea! 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 To upload anchor buttons from PDF file as PandaDoc buttons
For example, the PDF has Return to top button and when it is clicked, the page returns to the page anchored to this button.
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19 votes
An error occurred while saving the comment set products from higher to lower price in the pricing table populated from HubSpot
sync catalog with HubSpot