Settings and activity
8 results found
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12 votes
An error occurred while saving the comment Richard Volpe supported this idea ·
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3 votes
Richard Volpe shared this idea ·
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99 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Richard Volpe supported this idea ·
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
198 votesHi,
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!
Richard Volpe supported this idea ·
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126 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Richard Volpe supported this idea ·
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668 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
Richard Volpe supported this idea ·
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225 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:
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.
Richard Volpe supported this idea ·
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48 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Richard Volpe supported this idea ·
An error occurred while saving the comment Richard Volpe commented
Need to have lowercase roman numerals as a numbering option. Strangely this is provided in the auto-numbering for design styles (e.g. Heading 1, 2, etc) but not provided as an option in the regular editor. Must be an oversight??
We have rents which are indexed annually, and then used in multiple different templates . It would be useful to set these as a global variable, rather than having to update each individual template manually.