Settings and activity
64 results found
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9 votes
An error occurred while saving the comment -
2 votes
An error occurred while saving the comment Yana Martynenko commented
specification: hide Expired and Declined documents from Home
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6 votes
An error occurred while saving the comment Reason for decline mentioned in the webhook/workato body.
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13 votes
An error occurred while saving the comment If the the creator of the document is approver, the document is getting auto-approved.
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6 votes
An error occurred while saving the comment Preserve Sequence Number in the name when documents are being bulk downloaded.
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23 votes
An error occurred while saving the comment In the scenario where 1) signing order is enabled 2) signer comes before the CC and 3) document is shared via link, there should be no 'X sent you document' notification for CC.
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2 votes
An error occurred while saving the comment Link documents created in PandaDoc to default (except opportunity) and custom objects in Salesforce.
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76 votes
Hi,
Thank you so much for reaching out – 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 Update inforrmation in Salesforce based on the changes in the PandaDoc document.
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389 votes
Hi,Â
Thank you so much for reaching out – 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 Toggle to turn on/off the currency.
An error occurred while saving the comment Russian ruble in the pricing should look like 1,000â‚˝.
An error occurred while saving the comment Change the quantity of decimals (Ev2).
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100 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 it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!An error occurred while saving the comment Ability to preserve initial HubSpot number formatting when passing number to PandaDoc through variables. Current flow:
HubSpot initial value 10,000
How it reflects on the PandaDoc side: 10000.00An error occurred while saving the comment Environment: Hubspot integration, Contact object, Date of birth field.
Make this field pass the correct data even when its type is set to date.
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20 votes
An error occurred while saving the comment The ability to check all the document for account (without logging into each workspace).
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136 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 1. Link in the document that lead to the attachment
2. Download attachments with document PDF -
37 votes
Hi,Â
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 Import info from PandaDoc to Zoho.
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7 votes
An error occurred while saving the comment Ability to forward the document to a recipient of the document.
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26 votes
An error occurred while saving the comment Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.
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26 votes
An error occurred while saving the comment Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).
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18 votes
An error occurred while saving the comment Set the expiration date before sending the document.
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13 votes
An error occurred while saving the comment The option to
1) transfer pricing table on the following page
2) save pricing table headers on all the pages -
200 votes
Hi,
Thank you so much for reaching out – 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 Conditional logic.
Situation: contract, several pages.
The client selects options on page X and they are automatically illustrated on page Y.An error occurred while saving the comment The option to set the tax automatically depending on conditional factor.
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131 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 Smart tokens
1) the token that illustrates the price of a specific product;
2) Can plus to each other and sum up to be the same as total amount in the pricing table.
The ability to put the smart content block next to another block (for now you can only put it above or below another block).