Settings and activity
12 results found
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19 votes
An error occurred while saving the comment Han-Chun Hsu supported this idea ·
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34 votes
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35 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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61 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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98 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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37 votes
An error occurred while saving the comment I considered this as a basic feature come along with the tagging feature - the capability to sort documents by tags in the reports. Or at least consider "tag" as an attribute in any "views" creation or folder creation.
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13 votes
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2 votes
An error occurred while saving the comment Totally agreed wit the author. The current automation for sorting documents in folders are tied to templates, which is hindering the usage of automation. While the team just started to use Pandadoc solution, I cannot build the automation because most of the documents are NOT created from templates, but mostly from pdf./docx. uploads.
We expect the automation to be more customisable and can have more attributes to determine the conditions, e.g. tags, document data points, etc. -
10 votes
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7 votes
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3 votes
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7 votes
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Approval flow is triggered based on conditional rules, e.g. when certain content in the template was edited , especially when the custom variables that are associated with pricing is changed or exceeding a value, e.g. the commission percentage defined in a clause is over X%.
Having conditional approval only applicable for pricing table or quotes is way too limited.