Settings and activity
22 results found
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11 votes
Thea Pasilan
supported this idea
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269 votesThea Pasilan
supported this idea
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32 votesThea Pasilan
supported this idea
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4 votes
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11 votes
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224 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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13 votes
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thea Pasilan
supported this idea
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8 votes
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74 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Thea Pasilan
supported this idea
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12 votes
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80 votes
Hi. 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.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
439 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release 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 Thea Pasilan
supported this idea
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354 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 Thea Pasilan
commented
Aside from sending a personalized message through public chat/comment, it would be nice to customize the message set in the auto-reminder feature.
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188 votes
Hi. 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.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!Thea Pasilan
supported this idea
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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 -
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
198 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.
Thea Pasilan
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.
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9 votes
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30 votes
Hi there! Thank you for submitting your idea. 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. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Thea Pasilan
commented
If the document remains untouched, unviewed by recipients for a certain number of days, it will notify the sales rep to follow up. This is regardless if the doc has auto reminder/expiration. The notification is more for the sales rep to be alerted and make CTA for their signers.
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139 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
Thea Pasilan
supported this idea
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Have an option to hide/remove the "AUD" in Australian dollars currency, at the moment the client is using the US Dollar as a workaround.