Settings and activity
71 results found
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8 votes
An error occurred while saving the comment -
127 votes
Hi there! Thank you so much for your idea – 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 immediate product roadmap for the next couple of 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
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commented
ev2- ability to send payment reminders
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2 votes
An error occurred while saving the comment custom role to apply to API to restrict downloading of docs via API
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16 votes
Hello everyone
Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
An error occurred while saving the comment ability to format Salesforce tokens
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38 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
An error occurred while saving the comment the placement of the finish button seems to have been problematic for some of our signers. The feedback from others when we decided to work with Panda was pretty universally opposed to the placement but there were too many compensating positives to get too hung up about it.
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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 -
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
153 votesAn error occurred while saving the comment use variables in saved messages
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26 votes
An error occurred while saving the comment stamp tool for documents in ev2
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27 votes
An error occurred while saving the comment allow signature forwarding to work with some fields and not all
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2 votes
An error occurred while saving the comment send private messages to specific recipients
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236 votes
Hi. Right now, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Don’t hesitate to reach out if you have any other ideas.An error occurred while saving the comment use of Grammarly in the editor
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57 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.An error occurred while saving the comment to give recipients option to select pricing table option but one must be picked
descriptive error messages in API when pricing table fails to populate due to incorrect json. ideally something like "Cannot find pricing table with that name"
use case: incorrect Pricing table name in the json so the service did not know where to put the data