Settings and activity
308 results found
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2 votes
Rachele Galang Ong shared this idea ·
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16 votes
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247 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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228 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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21 votes
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7 votes
An error occurred while saving the comment How can we eliminate the pre-filled values/figures when adding a row to the pricing table?
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7 votes
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10 votes
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105 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
An error occurred while saving the comment To be able to changed the status of a document that has an APPROVED status to COMPLETED even without sending it. The document just needs to be approved by the approver then change the document to completed.
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47 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!
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8 votes
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features 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 the ability to resize or enlarge the optional items in the pricing table and have an option to set it to required
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14 votes
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21 votes
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7 votes
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47 votes
Hi there! Thank you so much for reaching out – this 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 you
An error occurred while saving the comment as per client: 1. I want to create the document, not send it, and retrieve the links to send to each signer at a later time. 2. I want to replace unfilled variables with blanks. I know how to do both of these things manually and I know how to create PandaDocs with Zapier in general, but am stuck on incorporating the two above features.
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25 votes
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135 votes
The status of this suggestion is currently unchanged. Please check back for updates in a few months.
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8 votes
An error occurred while saving the comment an option to sign all documents with one click?
Create auto-signed for people within the company, so when the document is sent they don't have to sign the document again, only clients has to sign the proposal.