Settings and activity
10 results found
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8 votes
Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea ·
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10 votes
An error occurred while saving the comment -
17 votes
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39 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.
An error occurred while saving the comment Ability to expire or void a document.
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27 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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6 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
188 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.
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2 votes
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19 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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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.