Settings and activity
23 results found
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2 votes
An error occurred while saving the comment -
27 votes
Colleen - PPS
supported this idea
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51 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!
Colleen - PPS
supported this idea
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An error occurred while saving the comment Colleen - PPS
commented
Time zone of every date related to any document/verification should be according to the time zone in our settings.
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27 votesColleen - PPS
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100 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!
Colleen - PPS
supported this idea
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Colleen - PPS
supported this idea
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90 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
Colleen - PPS
supported this idea
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129 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Colleen - PPS
supported this idea
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144 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!
Colleen - PPS
supported this idea
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180 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
Colleen - PPS
supported this idea
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95 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Colleen - PPS
supported this idea
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24 votes
An error occurred while saving the comment Colleen - PPS
commented
The ability to export content from fillable fields and upload or transfer to another document - and/or to CRM - is a critical for productivity as well as accuracy (reduced errors). I would think it should be possible - and the proviso should be that the fillable field has the same name as a variable used in other document/s and CRM.
Colleen - PPS
supported this idea
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40 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Colleen - PPS
supported this idea
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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.
Colleen - PPS
supported this idea
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Colleen - PPS
supported this idea
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An error occurred while saving the comment Colleen - PPS
commented
This feature would be awesome - for variables that are empty (as we don't yet have the information in the CRM to merge into the variable) and for variables than need updating with new/current information.
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55 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.
Colleen - PPS
supported this idea
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6 votesColleen - PPS
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3 votesColleen - PPS
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2 votesColleen - PPS
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5 votes
An error occurred while saving the comment Colleen - PPS
commented
Great time saving idea - as well as reducing risk of error
Colleen - PPS
supported this idea
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This is critical to comply with Cyber Security risk mitigation requirements. Because PandaDoc does not currently provide a setting that it is mandatory, we cannot "tick the box" that all of our systems have mandatory 2FA/MFA for both logins and sharing documents.
The SMS verification functionality is also inconsistent for creating documents. Creating a new document includes a 'key' (with a handy red dot if phone number does not exist) for each selected recipient that automates the process. Creating a document from a template, does not include this same "key" for each selected recipient.
If the "Add Document Recipients" pop-up works the same for ALL methods of creating documents, this would be acceptable.