Settings and activity
49 results found
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2 votes
AdminLindsey Schocke (Admin, PandaDoc) shared this idea ·
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5 votes
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28 votes
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11 votes
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4 votes
An error occurred while saving the comment Currently, collecting card details in a text field is against our terms of use for gathering sensitive customer data, such as payment card data, including credit or debit card number, CVV codes, etc.
You can review the Terms of use (clause 7 (viii)) here: https://www.pandadoc.com/terms-of-use/
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17 votes
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Tokens/Variables in saved messages / email body or subject
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176 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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.
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2 votes
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7 votes
An error occurred while saving the comment 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.
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3 votes
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8 votes
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10 votes
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4 votes
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216 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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38 votes
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52 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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31 votes
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18 votes
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
An error occurred while saving the comment 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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43 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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3 votes
An error occurred while saving the comment 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.
While this feature isn't currently available in the Pricing Table, it is available in the Quote Builder!
https://support.pandadoc.com/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options
You can customize how the product description is displayed in your quote by going to Design > Preferences > Description.
To make it easier for customers to view product descriptions, simply turn on the Collapse description toggle. This will allow them to expand or collapse the description as needed.