Settings and activity
18 results found
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45 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 -
48 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.
An error occurred while saving the comment Alvin Jorge PandaDoc commented
cost profit margin to be available in Quote builder
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44 votes
An error occurred while saving the comment I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?
It would be great to see the signed document alongside the contact / deal
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6 votes
An error occurred while saving the comment I LOVE your service. I will gladly pay, but can you PLEASE add the ability to hide the document value for contracts? Its a weird thing to sign an NDA and say its worth $0, its a weird pressure to say its worth a lot. I should be allowed to hide that field and maybe one day years down the road I will turn that field back on.....
What is a board resolution humbly that does something great or with high potential worth? Its just weird to ask in the moment....
This ability directly determines whether or not I buy a membership.
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300 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Integrate Grammarly in PandaDoc
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment option to center, right, or justify alignment of texts for Fields
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3 votes
An error occurred while saving the comment bulk change user's email address in an account
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3 votes
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9 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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126 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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16 votes
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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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63 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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329 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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95 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
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment change background color of the grey area. background outside of the document
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24 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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134 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 track down which fields have been filled out by the recipient.
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Is there a way to bulk export the templates?