Settings and activity
104 results found
-
294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
Jonathon Gillis supported this idea ·
-
5 votes
-
192 votes
We wanted to share an update regarding this idea. 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.
An error occurred while saving the comment -
191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
An error occurred while saving the comment It would be useful to be able to customize the dashboard view. For example, being able to hide statuses that are unused.
-
347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Ability to update status from within the document view.
-
23 votes
Valeryia Baranava responded
An error occurred while saving the comment Currently form viewers are required to fill out information before viewing it. It would be useful to have the option to allow anyone to view the form without needing to fill out information.
-
1 vote
Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.
-
4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information,check the link below:
-
51 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 for users with internet connectivity issues to be able to sign documents offline, and have it update the signatures on the document in PandaDoc once back online.
-
5 votes
You can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
-
6 votes
Hi there! Thank you for your feature request!
The option is available with Themes functionality: https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
-
152 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!
-
12 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
24 votes
An error occurred while saving the comment 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.
-
80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
9 votes
Lindsey Schocke responded
-
56 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.
-
227 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
-
60 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.
It would be useful to have the option to restrict users from using / creating documents from specific templates.