Settings and activity
64 results found
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663 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 An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commented
Option to divide in pricing table (10/2=5)
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12 votes
An error occurred while saving the comment The ability to put the smart content block next to another block (for now you can only put it above or below another block).
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2 votes
An error occurred while saving the comment specification: hide Expired and Declined documents from Home
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7 votes
An error occurred while saving the comment Reason for decline mentioned in the webhook/workato body.
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15 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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29 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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439 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:
We hope this release 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 Toggle to turn on/off the currency.
An error occurred while saving the comment Russian ruble in the pricing should look like 1,000₽.
An error occurred while saving the comment Change the quantity of decimals (Ev2).
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121 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 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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22 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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180 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 1. Link in the document that lead to the attachment
2. Download attachments with document PDF -
43 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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41 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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28 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 -
224 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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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56 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.
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.