Settings and activity
53 results found
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3 votes
Lindsey Schocke supported this idea ·
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2 votes
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3 votes
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4 votes
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2 votes
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4 votes
An error occurred while saving the comment -
57 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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.
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2 votes
An error occurred while saving the comment I’d LOVE to NOT have hundreds to thousands (no exaggeration) of email out there that say “Kristin Van Cleaf sent you a document.” I don’t think I’ve sent any of them, I just created the templates and forms. Especially for forms started from website links…those in particular it’d be nice if it used the name of the person who started the form.
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2 votes
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6 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can create a custom role and disable the permission for a user to download their own documents.
For more information, please check the link below:
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12 votes
An error occurred while saving the comment 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-optionsYou 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.
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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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21 votes
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Tokens/Variables in saved messages / email body or subject
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198 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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3 votes
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10 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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12 votes
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8 votes
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234 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Just a note on this: We have a forum post about how to stretch an image to the edges in the header here: https://support.pandadoc.com/hc/en-us/articles/360043108994-Stretch-image-to-the-page-width