Settings and activity
10 results found
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6 votes
An error occurred while saving the comment -
12 votes
Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea ·
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17 votes
An error occurred while saving the comment Ability to expire or void a document.
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15 votes
An error occurred while saving the comment When url is present inside of variable filled from CRM, API, or manually allow for recipient to click it as a hyperlink.
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2 votes
An error occurred while saving the comment Search in app for doucment or template via the ID
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
115 votes -
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2 votes
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6 votes
An error occurred while saving the comment API endpoint to allow for reminders to be turned on on specific documents.
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33 votes
Hi there!
Please let us know if you're interested in NetSuite<>PandaDoc.
We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min
Thanks in advance!
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18 votes
An error occurred while saving the comment Ability to export all Token and Fields data into a CSV file.
As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.