Settings and activity
126 results found
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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5 votes
Lindsey Schocke responded
AdminAnonymous (Admin, PandaDoc) shared this idea ·
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11 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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16 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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21 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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26 votes
Valeryia Baranava responded
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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2 votes
Lindsey Schocke responded
AdminAnonymous (Admin, PandaDoc) shared this idea ·
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3 votes
Lindsey Schocke responded
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11 votes
Valeryia Baranava responded
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) supported this idea ·
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7 votes
Valeryia Baranava responded
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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6 votes
Lindsey Schocke responded
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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14 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
There is a Workspace option for turning off forwarding, but it is ignored from API when creating from a PDF.
When a Documented is created from PDF, we need to honor the Workspace option, or possibly enable and disable forwarding directly from an API option.
also see this related Idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/44274366-disabling-forwarding-feature-via-api
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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105 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!
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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27 votes
Valeryia Baranava responded
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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10 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
During Bulk Send, the import file can contain recipient and custom variables, but fillable-fields (role-assigned fields) are not currently supported. Expand the import process by supporting any fillable-field, using the "merge field name" as the reference for matching the data into the appropriate field.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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8 votes
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
Within the Signature Block, add a *type* property, with a new option of *click-wrap*, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and mobile views. The click-wrap type should be listed on the completed Documents signature certificate page (just like a legacy signature)
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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127 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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296 votes
We wanted to share an update regarding the 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.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
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258 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminAnonymous (Admin, PandaDoc) supported this idea ·
also after a Document is created, we may have to add collaborators on the fly