Settings and activity
10 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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93 votes
Hi there! Unfortunately 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!
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
188 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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.
Richard Volpe supported this idea ·
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116 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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638 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
Richard Volpe supported this idea ·
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218 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
Richard Volpe supported this idea ·
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39 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!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??
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350 votes
Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
Richard Volpe supported this idea ·
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294 votes
Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
Richard Volpe supported this idea ·
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.