Settings and activity
28 results found
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1 vote
Chelsea Richardson shared this idea ·
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8 votes
Valeryia Baranava responded
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2 votes
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3 votes
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3 votes
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23 votes
Lindsey Schocke responded
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2 votes
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3 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.
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13 votes
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
An error occurred while saving the comment Need the ability to do a basic sorting automation where documents can be sorted into folders by status (sent / completed / expired / declined). We use a lot of templates, and having to create an automation for each template is excessive and redundant.
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12 votes
Hi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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14 votes
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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.
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54 votes
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!
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115 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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169 votes
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 auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
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311 votes
Released to general availability
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203 votes
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 auto-update HubSpot deal products has been released! Please see this link for more information.
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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.