Settings and activity
17 results found
-
1 vote
Chelsea Richardson shared this idea ·
An error occurred while saving the comment -
8 votes
Valeryia Baranava responded
-
2 votes
-
3 votes
-
3 votes
-
22 votes
Lindsey Schocke responded
-
2 votes
-
2 votes
An error occurred while saving the comment Additionally, I want to add that in the current automation setup, once you've created a bunch of automations, you have to click on each one from the main screen to double-check what they're doing. For example, I created automations for each of my templates to sort into folders based on status. Since the current status options for the automation are only sent and completed, this means that there should be two automations per template. From the main screen, all of the automations look identical, with the exception of the template referenced. We need to be able to 1) rename the rule, and 2) see what the rule is doing.
-
13 votes
-
3 votes
-
1 vote
-
12 votes
-
2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
An error occurred while saving the comment When you have multiple pricing tables in a document, but some are tables such as hourly rate schedules or additional services tables, these aren’t part of the document total. It’s frustrating to have to manually change the document total each and every time a document is created. I’d love to be able to set the pricing table that the document value is tied to.
-
114 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
343 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment I would like the ability to archive unsent drafts instead of having to either delete them or leave them in drafts indefinitely. If I have a draft that could at some point need to be sent, but it could be months out, I don't want to look at it all the time, but I'd like to be able to resurrect it if it should come back to life. Basically, the ability to organize within drafts would help.
-
677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
The new navigation makes it so that what I used to be able to do in one click now takes multiple. When I log in, it takes me directly to my drafts, but I am not the one creating the drafts. In order to get to the team drafts, I have to click on Team Dashboard, then Drafts. If I click directly onto "Documents," the drafts are intermixed with the other document statuses and there is no option to just see the drafts. So then I have to click back to Home > Team Dashboard > Drafts.
This is not an improvement for me, although it may be for those generating documents. I think the ideal remedy would be allowing users to set a default home screen so that users who have different needs in Pandadoc are able to customize it for their workflow.