Settings and activity
50 results found
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2 votes
Alvin Jorge PandaDoc shared this idea ·
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3 votes
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2 votes
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2 votes
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17 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!
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357 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 -
51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Is there a way to bulk export the templates?
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28 votes
An error occurred while saving the comment when uploading a document with form fields, make the fields require
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53 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 cost profit margin to be available in Quote builder
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49 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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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46 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!
Sending another document when PandaDoc document status changesAn 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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46 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!
An error occurred while saving the comment button to make all the field required or not in one click
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347 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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56 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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5 votes
An error occurred while saving the comment bulk change user's email address in an account
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9 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 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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132 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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13 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 disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
An error occurred while saving the comment disable the 'copy link' option for certain users
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289 votes
An error occurred while saving the comment if the checkbox is set a optional, make a prompt that will require the customer to check at least one checkbox among the choices.
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment [Hubspot] pull images/logo from Hubspot to PandaDoc
Reactivate an expired document without editing it