Settings and activity
68 results found
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2 votes
AdminAnonymous (Admin, PandaDoc) shared this idea ·
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2 votes
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23 votes
Valeryia Baranava responded
An error occurred while saving the comment -
2 votes
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7 votes
An error occurred while saving the comment Upvoting for Sandesh Jaitapkar (Stillwater Insurance)
- it would be nice to have the ability to upload or countersign a completed document by clients. It would be nice to also have an Automation for this feature -
106 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!
An error occurred while saving the comment I agree with this. I thought that creating the smart content feature would have had this in it, as it would be a very, very simple addition. Please create this as soon as possible please.. Conditional Drop Down that will display different smart contents based on the selection. For example, users to select "Payment type" and if they select paying by ACH they will get this smart content. if they select Visa, Amex then they are shown this smart content:
An error occurred while saving the comment I can create a drop-down with a selection of several countries to be selected by the customer and once the customer selects the country in the drop-down. The selection drop-down box changes to a link to the country's website or any option I choose the dropdown to be
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
An error occurred while saving the comment Sending on behalf of client: Pradnya Dudhade (Stillwater Insurance)
If you have 25 pages long and each page has a collected attachment of about 12-15 attachments, it would be helpful if the attachments can be located in one specific location instead of filtering each page to check the attached files
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16 votes
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107 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!
An error occurred while saving the comment This is a good feature to have as there is an option to group radio buttons.
Another is to remove the labels on the grouped radio buttons, it does not help specially if the radio button is used on PDF's that already has labels and just needs to select one of many radio button options
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16 votes
Lindsey Schocke responded
An error occurred while saving the comment Prevent users from editing variable value in the variable panel in case the text block with this variable is restricted from editing
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2 votes
An error occurred while saving the comment Also nice to have MS Teams notification sent to users and senders
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3 votes
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2 votes
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26 votes
An error occurred while saving the comment For clients in the selling business, where the admins creates and passes the Workspace to another admin on the workspace. It is ideal that the notification be disables specially if this is something that can spam the emails
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3 votes
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4 votes
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2 votes
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66 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
An error occurred while saving the comment To be able to do a simple calculation in template like [Terms]*[MonthlyAmount] into a single new variable called [TotalContractAmount]
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9 votes
An error occurred while saving the comment It would be great if we can show (in a separate field / Owner field or a custom one) who sent the document instead of just showing created by since we know that the account who connected the integration shows as the created by field
I know we have an email notification Template we can choose when sending a document, it would be best to be able to select a pre- assigned Template instead of selecting everytime a document is sent out