Settings and activity
109 results found
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4 votes
An error occurred while saving the comment -
5 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Option to generate draft documents from a template in bulk without sending them. The workflow should be similar to Bulk Send, but without the automatic sending of documents.
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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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37 votes
An error occurred while saving the comment Provide the option for a signer to add additional details and then forward the document back to the original signer.
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3 votes
An error occurred while saving the comment A feature that allows a document sender to check appropriate checkboxes prior to sending it. Once the proposal is sent, these checkboxes need to be locked to prevent the customer from editing them.
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13 votes
An error occurred while saving the comment Allow recipients to make edits to documents without requiring approval from the document sender.
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4 votes
An error occurred while saving the comment Option to autofill date fields with business days. For example, set to three business days after the signing date.
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15 votes
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220 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
An error occurred while saving the comment Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.
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9 votes
An error occurred while saving the comment Option to include the signature certificate within the main document page, rather than as a separate page. Requesting to have the certificate inline next to the signature.
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22 votes
An error occurred while saving the comment An email formatting feature where the email body would appear full-width and occupy the screen, resembling the layout and readability of a standard email.
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19 votes
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5 votes
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15 votes
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5 votes
An error occurred while saving the comment Option to email template efficiency reports to users each week.
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77 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! -
37 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! -
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 -
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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
190 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.
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122 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Option to set the price of individual items in a Quote as variables