Settings and activity
306 results found
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92 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jaynna Ellis Dela Llana supported this idea ·
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22 votes
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3 votes
An error occurred while saving the comment -
5 votes
An error occurred while saving the comment Being able to pull the field's history
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2 votes
An error occurred while saving the comment Only admins and managers can access contact editing
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3 votes
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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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66 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
An error occurred while saving the comment Ability to import from CRM in Monday.com
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2 votes
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18 votes
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39 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! -
16 votes
An error occurred while saving the comment Ability to edit the creation date of the document
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49 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Please add center alignment
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24 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 Ability to set multiple attribute in one smart content
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53 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
An error occurred while saving the comment Being able to modify the files in the collect file fields as attachments. so instead of clicking the fields to download the files. The uploaded files by the recipient on the completed document should be in an attachment format already.
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4 votes
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2 votes
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11 votes
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26 votes
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2 votes
Remove the credit card payment option after a client has selected Auto ACH as their option.