Settings and activity
64 results found
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136 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 An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe possibility to import contacts custom fields.
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7 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedChanges in Pipeline for Pipedrive using native integration (no zapier).
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245 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedOption to create contract custom Follow Up emails.
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedChange the background on our emails from Panda.
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170 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 AdminYana Martynenko (Admin, PandaDoc) commentedSpecific restrictions for custom roles (for specific folders / documents / etc).
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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 AdminYana Martynenko (Admin, PandaDoc) commentedChange the approver's workflow on all the templates if changed on one.
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49 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 AdminYana Martynenko (Admin, PandaDoc) commentedThe option to see the last time the team member logged in.
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131 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 AdminYana Martynenko (Admin, PandaDoc) commentedThe option to send one document to multiple contacts so they won't see each other.
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9 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedPass contacts from Pipedrive to PandaDoc.
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10 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedEnable back Send option in Ev2 (not only Finish).
AdminYana Martynenko (Admin, PandaDoc) shared this idea · -
27 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedIf a field is empty on copper, we should be able to push "empty" value inside PandaDoc instead of having the mapping value token written in yellow.
AdminYana Martynenko (Admin, PandaDoc) shared this idea · -
269 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedOption to edit uploaded PDF
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209 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 AdminYana Martynenko (Admin, PandaDoc) commentedThe option to move Sent documents with saving their status.
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269 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe option to have 2 different names for 1 email (in 2 different workspaces).
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedSave several signatures under one profile. Ability to add multiple signers to a role
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108 votes
Hi there. Thank you for submitting this idea! 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 AdminYana Martynenko (Admin, PandaDoc) commentedThe option that allow to add a link that redirect the client to another section of the document.
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20 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedRemove signer from the signing order.
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8 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe error when the uploaded PDF via API fails.
For now it says document uploaded and that's it (status 201 but not all clients catch that this is not the created document).An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe option for API returns number of page where validation failed and detailed explanation (field tags call).
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62 votes
We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedSend a document without assigning signature field.
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31 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe option to show all the drop-down menu items in PDF downloaded.
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6 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedThe option to sort the documents into folders automatically.
Situation: the client has 5 embedded templates and wants the documents come into different folders depending on the template used.
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14 votes
An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commentedSignature forwarding in embedded templates.
Mobile phone number variable (in addition to phone).