Settings and activity
45 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
153 votesAdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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2 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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4 votes
An error occurred while saving the comment -
3 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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7 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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8 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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3 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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192 votes
Hi. Right now, 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.
Don’t hesitate to reach out if you have any other ideas.AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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26 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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46 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!
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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29 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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16 votes
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
An error occurred while saving the comment AdminLindsey Schocke (Admin, PandaDoc) commented
The most recent customer comment is correct. The content lock doesn't allow you to lock position without also restricting editing. Reopening the UserVoice.
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33 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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3 votes
An error occurred while saving the comment AdminLindsey Schocke (Admin, PandaDoc) commented
Wrike has a lot of automation options, workflows, charts and to do lists and other graphical elements that would be really useful to be able to import into PandaDoc templates and documents.
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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11 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
An error occurred while saving the comment AdminLindsey Schocke (Admin, PandaDoc) commented
We currently have inline comments that you can use to add internal (private) notes, comments, etc. You can read about it here:
https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments -
3 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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3 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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7 votes
AdminLindsey Schocke (Admin, PandaDoc) supported this idea ·
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3 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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2 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
Requesting direct Import of Contacts from Salesforce to use when creating documents in PandaDoc.
I would like to sync all contacts over from Salesforce so I can use them to make documents within PandaDoc. This is for customers that don't have an opportunity.