Settings and activity
13 results found
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5 votes
An error occurred while saving the comment -
27 votes
An error occurred while saving the comment AdminMasha Kisel (Admin, PandaDoc) commented
an audit trail which is documented is crucial when it comes to our compliance. I need proof that the recipient also received the attachment, not just the docoument.
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100 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Add a text block within an image.
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225 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 if there's a way to auto-insert catalog items into a document based on some kind of trigger. I am attempting to automate a creation of a price list with margin calculations, and seem to be missing an option to force the template to reference catalog items instead of simply filling it out.
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17 votes
An error occurred while saving the comment can a recipient of a document assign the signer role to somebody that is also getting the document as a CC? In my example, let's say Joe is head of marketing and Shelly is CEO. Joe might have authority to sign. But he might not. If he can sign, we want Shelly to get a copy automatically. So, we add her as CC.
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16 votes
An error occurred while saving the comment so i put a text field where the document create should be able to type the scope of the services. sometimes this is 1 sentence and sometimes it is a paragraph or two. that's clunky
so no way to just have the text wrap and move -
12 votes
An error occurred while saving the comment PandaDoc Style settings aren't applied to the text copied from another source
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73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment I want to connect QuickBooks Payments to PandaDoc. Is there a way to set up recurring payments?
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145 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 see proposals that have been signed by the signee, but are waiting on me to finalize?
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2 votes
An error occurred while saving the comment When I upload my document, I've been having issues dragging text boxes, signatures, and date fields from one page to the next. Moving these boxes on the same page is fine and no problems, but when you have to drag down to lower pages, the "arrow button with text box" has to be so precise at the bottom to allow the pages to scroll down. Please have a look at the following GIF: https://drive.google.com/open?id=1_SH21I8fTfP44fXpslLCIzReb_sDwCVB
In EV1 I could simply drag the box "all the way to the bottom" and pages would begin to scroll immediately (https://drive.google.com/open?id=1i-5MjxHUtHvFb2JvgKp1flL5ZHqczTF6). I didn't have to hold my mouse and hover over a "Sweetspot" to get pages to scroll down with text boxes.
Can you please update software to work correctly with scrolling and dragging text boxes, signatures, and date fields?
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15 votes
An error occurred while saving the comment I am trying to organize all files and I was thinking that would be great to have a filter for duplicate contracts :)
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38 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 Delete all Catalog products in one click
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9 votes
An error occurred while saving the comment Incorporate images from SahrinPix plug-in in Salesforce to PandaDoc documents
Would it be possible to edit the title of the document once signed from both parts (renaming)?