Settings and activity

6 results found

1. Update Hubspot Property with Document Sequence number when completed

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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2. Notifications for non-document participants (non senders)

   86 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

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   Tom Sedgwick from Solaray Energy commented  ·  Sep 11, 2023  ·  Edit…  ·  Delete…

   Hopefully, by being the 45th person to request this since 2020, it becomes a feature.

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   Tom Sedgwick from Solaray Energy supported this idea  ·  Sep 11, 2023

3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

   56 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

4. choose specific time of day for document expiration

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   109 votes

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   24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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   Tom Sedgwick from Solaray Energy commented  ·  Jul 5, 2023  ·  Edit…  ·  Delete…

   It just doesn't work for us having documents expire at random times during the day. Templates need to be able to be set to expire at a certain date and time according to the correct time zone.

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   Tom Sedgwick from Solaray Energy supported this idea  ·  Jul 5, 2023

5. Pricing Table (Quote Builder): Input negative quantity / value.

   45 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.

6. See how long people spend looking at each page of a template, at the template level

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded