Settings and activity
44 results found
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5 votes
An error occurred while saving the comment -
12 votes
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to have a template gallery just the like the US server
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3 votes
An error occurred while saving the comment Michael Angelo Miguel commented
Option to see expiration date for all documents (not only for expiring soon).
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3 votes
An error occurred while saving the comment Michael Angelo Miguel commented
The ability to update footers for the templates the user have all at once
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7 votes
Valeryia Baranava responded
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to change assigned payer
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42 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 Michael Angelo Miguel commented
The client wants it vise versa, when content has been updated through the Library he/she wants the doc or template to be updated as well.
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29 votes
Valeryia Baranava responded
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to capture and view information within PandaDoc
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9 votes
Valeryia Baranava responded
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to convert template/documents pricing and table as Excel files
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33 votes
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to create folders in FORM panel
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59 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Michael Angelo Miguel commented
Option to anchor/lock fields position in order for it not be drag accidentally or misplaced it on a contact/documents ETC.
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201 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to make documents/templates/folders private to other specific users in the workspace
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4 votes
Lindsey Schocke responded
An error occurred while saving the comment Michael Angelo Miguel commented
Client wants to have edit function on "Action required" section/panel instead aside from signing or approving a document only.
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4 votes
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to download an audit log for a specific user to track actions on the workspace
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80 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 Michael Angelo Miguel commented
Ability to assign customers from Quickbooks Pay integration to PandaDoc Quote to avoid customer details duplication via QB.
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212 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Michael Angelo Miguel commented
Ability to edit a specific word on sentence from text block in one go.
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13 votes
Lindsey Schocke responded
An error occurred while saving the comment Michael Angelo Miguel commented
Export completed documents to Excel file
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5 votes
An error occurred while saving the comment Michael Angelo Miguel commented
When someone sent a document for approval and the approver commented for the user to change then the user made some changes and resent for approval option to see these changes to version history
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5 votes
An error occurred while saving the comment Michael Angelo Miguel commented
Can be filter using users email address
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55 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 Michael Angelo Miguel commented
Same with CPQ Quote builder
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67 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 Michael Angelo Miguel commented
Aside from the amount of spend, add time duration as condition.
Redsys integration