Settings and activity
18 results found
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33 votes
An error occurred while saving the comment -
45 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.
We hope this releases 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 I was wondering, is there a way that after our client signing a document. they will get automatic pdf containing instruction on what to do next ? instead of the signing certificate
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260 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 Integrate Grammarly in PandaDoc
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40 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!An error occurred while saving the comment option to center, right, or justify alignment of texts for Fields
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2 votes
An error occurred while saving the comment bulk change user's email address in an account
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3 votes
AdminAlvin Jorge PandaDoc (Admin, PandaDoc) shared this idea ·
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6 votes
An error occurred while saving the comment I am wanting to see how many items we are selling each month within a quote. For instance, we have quotes for machines, but within each machine quote there are optional accessories that the customer can purchase. I am wanting to know the amount sold for each accessory per month. I need this data to get a better idea of how many of each accessory to keep in stock. Please let me know if this is possible.
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109 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment pass number/currency type format from HubSpot to PandaDoc. Currently, when you use number type with Currency formatting, the currency and decimal points is omitted.
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14 votes
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193 votes
An error occurred while saving the comment Add SecurePay as payment option
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6 votes
An error occurred while saving the comment Remove the Next button navigator when signing the document
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62 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:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!Â
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.
An error occurred while saving the comment [Hubspot] pull images/logo from Hubspot to PandaDoc
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286 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 Reactivate an expired document without editing it
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93 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 Add whole document into another document instead of per pages
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55 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!
An error occurred while saving the comment change background color of the grey area. background outside of the document
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23 votes
An error occurred while saving the comment import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template
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336 votes
Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
An error occurred while saving the comment auto-numbering of Heading continues after page break
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120 votes
Hi,
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 track down which fields have been filled out by the recipient.
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cost profit margin to be available in Quote builder