Settings and activity
55 results found
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272 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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34 votes
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An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commented
The option to send the PDF version of the document when sending the document for the first time (I mean, not a PDF of completed document).
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16 votes
An error occurred while saving the comment Sequence numbering: the option to set sequence from the beginning for each template.
Example: I set the sequence Quote for template A and create a document Quote 1. Then I set the same sequence to template B and still getting Quote 1 document.
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14 votes
An error occurred while saving the comment Send multiple documents via one API call.
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150 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Xero integration on Editor 2.0
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25 votes
An error occurred while saving the comment The option to eliminate PDF break in PDF itself (to make long PDF).
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53 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 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 Tax inclusive option in pricing table (the price shows already with tax counted, tax is shown separately not as a part of the formula). The data should be able to be transferred from CRMs.
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191 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 Rotate the image
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59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Save all the completed documents as PDFs automatically.
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to check the template name the document has been created from.
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30 votes
An error occurred while saving the comment The possibility to transfer the fields assignments from one recipient to another.
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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 Bulk Status Change.
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99 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 Option to merge templates.
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214 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.Â
An error occurred while saving the comment Possibility to edit fields once the document is sent and finalized from Sender's side.
An error occurred while saving the comment The possibility to resend the document saving the already existing signatures.
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26 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 Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.
Set up signature at the template level.