Settings and activity
119 results found
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1 vote
Jonathon Gillis shared this idea ·
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22 votes
An error occurred while saving the comment -
76 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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8 votes
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53 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
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213 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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2 votes
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58 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment It would be helpful to be able to set documents to send to specific users once a document is complete without needing to add them as a CC recipient.
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8 votes
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2 votes
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140 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment It would be useful to be able to add custom fields within contact information (for example, account number).
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370 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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5 votes
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102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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7 votes
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44 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 Currently, there's only an option to change ownership 1 document at a time. It would be helpful to be able to select multiple documents and transfer ownership all at once.
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17 votes
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34 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment It would be convenient to have the ability to duplicate a document while within the document editor, rather than only being able to do so from the Documents page.
As of now, it appears that the only way to transfer the catalog from one workspace to another would be to Export it from one, and import it in the other. It would be easier to be able to have the option to transfer it to another workspace on the account.