Settings and activity

5 results found

1. Ability to change the date format for variables

   416 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

2. Set a character limit in text fields

   58 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Text field validation
   Here’s the formula for the field: ^\d{add your number here}$

   An error occurred while saving the comment
   Francee Armstrong commented  ·  Apr 25, 2023  ·  Delete…

   Please develop text boxes to be capable setting a character limit.

   Save Submitting...
   Francee Armstrong supported this idea  ·  Apr 25, 2023

3. Customize Activity Reporting

   37 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re glad to let you know that the feature allowing to customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting

   Have a wonderful day!

   Francee Armstrong supported this idea  ·  Jun 10, 2021

4. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

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   144 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

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

   Francee Armstrong supported this idea  ·  Jun 10, 2021

5. Modify Dashboard: create filters, hide statuses

   191 votes

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   22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

   Francee Armstrong supported this idea  ·  Jun 10, 2021