Settings and activity
150 results found
-
68 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios.
To export your contacts list from your PandaDoc account, please reach out to our Support Team (support@pandadoc.com).
We hope this can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
2 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
8 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
3 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
6 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
7 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
3 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
2 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
4 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
5 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
Client would like to display a pricing schedule based on the total value of our advanced quote table (or our legacy pricing table), to show a dynamics set of milestones and associated payment-due amount for each milestone. Payment-due could be either a fixed amount, or a percentage of the linked table total
-
2 votes
AdminAnonymous (Admin, PandaDoc) shared this idea ·
-
14 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
Also, need advanced quote data in other iPaaS tools (Workato, Make, etc...) and for PandaDoc webhook payloads and for GetDocumentDetails API endpoints, and for PandaDoc Automations (to write back line-items into CRM)
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
4 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
78 votes
Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
3 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
Would also be helpful to get a dedicated 'viewed' event, each time a recipient views a document.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
5 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
9 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
7 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
13 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
-
2 votes
AdminAnonymous (Admin, PandaDoc) shared this idea ·
add optional configurations to each registered webhook, that allows for automatic retry logic under specific scenarios, using an array of rules: (a) configurable return-status-codes that would trigger the retry, a delay in ms, and a max-number limit of retries.