Settings and activity
17 results found
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32 votes
An error occurred while saving the comment AdminInes Imo (Admin, PandaDoc) supported this idea ·
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9 votes
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2 votes
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3 votes
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2 votes
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10 votes
An error occurred while saving the comment Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.
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2 votes
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6 votes
An error occurred while saving the comment Add to permission: Restrict the ability to send a document (created from a template) to a recipient until all fields are completed. This ensures that fields cannot be left unfilled or replaced with blanks, rather than simply reminding the sender of missing information.
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4 votes
An error occurred while saving the comment Add the possibility to align text block left, right, and center without having to add other text blocks to do so.
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Tokens/Variables in saved messages / email body or subject
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196 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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 It would be really good that have this feature. I would help clients save valuable time.
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8 votes
An error occurred while saving the comment Add custom role permission: can/cannot duplicate a completed/sent document.
This would help to restrict unauthorized duplication to prevent people from bypassing approval workflows that have been set at template level. -
6 votes
An error occurred while saving the comment Being able to add different notification messages for different approval workflow stages when there is more than one would be helpful.
So that even if the same people are in included in the different approval workflow stages they know which approval stage notification the got (the first or the second) without having to go into the document.
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21 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!
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108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
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11 votes
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135 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 Adding additional fields to contacts in PandaDoc beyond the standard ones.
Include salary, contract start date, work time, legal entity people are working for, proposed end date etc.(The type of info that would be included in a contract.)
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11 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!
Organizing saved contacts on PandaDoc into different folders will make it easier to differentiate between the added contacts. Being able to distinguish between clients, internal contacts etc.