Settings and activity
98 results found
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23 votes
Valeryia Baranava responded
An error occurred while saving the comment Jonathon Gillis supported this idea ·
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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:
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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.
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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
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6 votes
Hi there! Thank you for your feature request!Â
The option is available with Themes functionality:Â https://support.pandadoc.com/hc/en-us/articles/4409253054103-Setting-up-your-themes
Have a wonderful day!
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151 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!
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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.
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80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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9 votes
Lindsey Schocke responded
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55 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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225 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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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.
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8 votes
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2 votes
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143 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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339 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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5 votes
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114 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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7 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!
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48 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.
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.