Settings and activity
5 results found
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12 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Chris Lukes supported this idea ·
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20 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!
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28 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!
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38 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 I'd like to be able to combine multiple search criteria, e.g.:
1. Has [Tag X] and document status is [specific status, e.g., Draft]
2. Contains [text search] and document status is [specific status, e.g., Draft]
3. Contains [text search] and has [Tag X]Also: would like to be able to search "*doesn't* have [tag x]"
It appears documents can only be sorted to folders via automation when status is updated to Sent or Completed – I would like to be able to trigger the automation upon creation as well.