Settings and activity
59 results found
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16 votesAdminMike Turke (Admin, PandaDoc) supported this idea ·
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131 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminMike Turke (Admin, PandaDoc) supported this idea · -
6 votesAdminMike Turke (Admin, PandaDoc) shared this idea ·
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123 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!
AdminMike Turke (Admin, PandaDoc) supported this idea · -
9 votesAdminMike Turke (Admin, PandaDoc) supported this idea ·
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2 votesAdminMike Turke (Admin, PandaDoc) shared this idea ·
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26 votesAdminMike Turke (Admin, PandaDoc) supported this idea ·
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58 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment -
9 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedallow 'read-only' to be role option when inviting users
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8 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedEV2 Pull over all customer info (contact details) into Autorize.net
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8 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commenteddescriptive 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
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2 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedcustom role to apply to API to restrict downloading of docs via API
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43 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedthe 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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198 votes
We 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.
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commenteduse variables in saved messages
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26 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedstamp tool for documents in ev2
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27 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedallow signature forwarding to work with some fields and not all
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2 votes
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commentedsend private messages to specific recipients
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292 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminMike Turke (Admin, PandaDoc) commenteduse of Grammarly in the editor
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67 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 AdminMike Turke (Admin, PandaDoc) commentedto give recipients option to select pricing table option but one must be picked
list recipient in signing order multiple times to sign before and after another recipients