Settings and activity
46 results found
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1 vote
Kayla Pina
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13 votesKayla Pina
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81 votes
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An error occurred while saving the comment Kayla Pina
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2 votesKayla Pina
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An error occurred while saving the comment Kayla Pina
commented
I agree. It would be helpful to allow the requester to provide some background info on the approval request before submitting for approval (as a form that is configured as a part of the document template), or for the approver to request additional information before approving.
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10 votesKayla Pina
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2 votesKayla Pina
shared this idea
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41 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Kayla Pina
commented
It's disappointing that this feature has been delivered with such a hefty price tag.
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261 votes
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Kayla Pina
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1 voteKayla Pina
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9 votes
Valeryia Baranava responded
Kayla Pina
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3 votesKayla Pina
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2 votes
An error occurred while saving the comment Kayla Pina
commented
I agree-- the document validity is hidden away under three dots > Settings > Expiration. These document settings should be together with the rest of the document and template settings, on the side panel-- maybe within the Roles or Design section of the side panel.
Kayla Pina
supported this idea
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4 votes
Lindsey Schocke responded
An error occurred while saving the comment Kayla Pina
commented
We have complex products (vehicles) and need to populate various pieces of data. While users can manually enter information into the description area, both in Salesforce and in PandaDoc, what ends up happening practically is that users only update the description in PandaDoc or not at all. While we could set up 2-way sync for the Description field, it is not efficient for our salespeople to have to manually enter information that is already available on the record. Adding a column is not practical and would make the pricing table more complex than it needs to be. By default, Name and Description can both be inserted under the Name column in the pricing table. Please allow us to include additional fields in the same column, whether that's the default Name column or custom columns.
Kayla Pina
supported this idea
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451 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Kayla Pina
supported this idea
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An error occurred while saving the comment Kayla Pina
commented
Until it's possible to pass the currency from Salesforce to PandaDoc, please offer the option to create the pricing table in our templates without any symbols so we can pass the Salesforce CurrencyISOCode value instead (don't force us to choose a currency for the template).
An error occurred while saving the comment Kayla Pina
commented
I would prefer the ability to pass the currency and currency format from Salesforce to PandaDoc but this is a next-best option.
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67 votes
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Kayla Pina
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53 votes
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Kayla Pina
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6 votesKayla Pina
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
- Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.
More info can be found here.
Kayla Pina
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12 votes
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Kayla Pina
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An error occurred while saving the comment Kayla Pina
commented
Have a section hidden to some recipients but required for others. Or bundle documents and make some documents visible to some recipients and all documents visible to other recipients. (The use case is a "for office use only" section where we keep notes related to customers' responses to a questionnaire)
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3 votesKayla Pina
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Please consider making this a feature. The approver should be able to directly edit the document (in this case, the system should inform the requester of the change). Merely suggesting the change would still require re-submission of the form even for very minor corrections, and for teams like ours that have people working in very different time zones, it could mean losing a day for urgent matters.