Settings and activity
46 results found
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3 votes
Kayla Pina
supported this idea
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23 votes
An error occurred while saving the comment Kayla Pina
supported this idea
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3 votes
An error occurred while saving the comment Kayla Pina
commented
The field should automatically resize based on the input. This makes it so we don't need to guess at how much space to leave for responding to certain questions on a document, and the customer is not overwhelmed by a document that is twice as long as it probably needs to be.
Kayla Pina
supported this idea
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59 votes
We wanted to share an update regarding this idea. 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.
An error occurred while saving the comment Kayla Pina
commented
I have a form template. The whole document is a table. I place fillable fields in one cell of the table. In the next row, I press enter a few times, and the fillable fields shift.
I finish the 11-page template with all my fillable fields. But then I notice I missed a few fields, or want to change the wording of one row, or add more space for customers to respond. My fillable fields go wild and move wherever they want.
I need to be able to lock the placement of the fillable fields. If I put them in a table cell, I need them to stay there.
Kayla Pina
supported this idea
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41 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Kayla Pina
commented
We need to collect files from customers, but it's possible they will have more than one file to provide the information we need. Without being able to collect multiple files at once, we need to provide multiple "collect files" fields, but we can't know whether there will be enough for a particular customer. My current workaround for this is to instruct recipients to compress files into a .zip file. But I'm not sure this solution will work with some automations that I'm working on.
Kayla Pina
supported this idea
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11 votes
Lindsey Schocke responded
An error occurred while saving the comment Kayla Pina
commented
We have some forms that are best formatted as tables. Because of PandaDoc's own limitations, we need to make some large table blocks so recipients have enough space to respond. But sometimes the page breaks in the middle of the cell/row, which is not ideal once we have to save the document as a PDF for our records or to share the completed document with others. I would like to have the option to place the page break on the border before or after a particular row so that there is no break in the middle of the cell.
Kayla Pina
supported this idea
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4 votesKayla Pina
shared this idea
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16 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
I'm not sure I understand what change has been made so that this is now available. The only thing I see in the linked PandaDoc support documentation is, "Note: When you create documents from your Salesforce opportunities, document value currency will inherit opportunity currency." There aren't many details.
We have pricing tables based on other objects (quotes and orders)-- will the currency pass from these objects into the related PandaDoc documents generated? Is there something we should do in the template setup or in the PandaDoc configuration to make sure this works?
The same linked PandaDoc documentation still has this note: "Currency variable formatting is based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting." This seems to conflict with the new release and is confusing.
After checking with a support agent, it seems that this really is only a solution for documents generated from Opportunities. I've submitted an idea requesting that the currency pass from any Salesforce object to the linked PandaDoc pricing table. If you're looking for the same solution, please vote here: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/48520928-pass-currency-from-various-objects-in-salesforce
An error occurred while saving the comment Kayla Pina
commented
As others have noted in other threads, this is important for multi-currency [Salesforce] orgs. Setting the document currency based on the recipient's locale, the suggested solution in PandaDoc documentation, is not the solution we need. In our business, the currency we sell in is independent of the recipient's locale.
Kayla Pina
supported this idea
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96 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kayla Pina
supported this idea
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30 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 Kayla Pina
commented
much easier to discuss a quote with a long list of items with customers when each item has a simple number (not a SKU or product code)
Kayla Pina
supported this idea
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355 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!
Kayla Pina
supported this idea
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83 votes
Hi there! Thank you for submitting your idea. Unfortunately, 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!
Kayla Pina
supported this idea
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Kayla Pina
supported this idea
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121 votes
Hi there. Thank you for submitting this idea! 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!
Kayla Pina
supported this idea
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An error occurred while saving the comment Kayla Pina
commented
User manual that links keywords to other sections or to a glossary for more information
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195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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243 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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197 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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197 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! -
192 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!
Working with numbered lists -
198 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!
The field should automatically resize based on the input. This makes it so we don't need to guess at how much space to leave for responding to certain questions on a document, and the customer is not overwhelmed by a document that is twice as long as it probably needs to be.