Settings and activity
19 results found
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33 votes
Masha Kisel supported this idea ·
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14 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
An error occurred while saving the comment -
31 votes
An error occurred while saving the comment 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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190 votes
An error occurred while saving the comment У меня вот здесь таблица съезжает, когда в ячейке больше ~5 символов:
1) https://prnt.sc/u2xsv5 -
105 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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228 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 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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87 votes
Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!
Learn more about this functionality here.
You can also assign all fields at once on the document level before you send the document.
- If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
- If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
An error occurred while saving the comment cause icreate a template. then i need half fields go to one recipient and half goes throug another.
if you can make it like select all boxes to assign to one then the rest to the other instead of doing it one by one :( -
444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
An error occurred while saving the comment after the client finishes the payment, can I redirect him to a specific page (like my website)?
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19 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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217 votes
An error occurred while saving the comment Is there an upload multiple document field I am able to use?
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18 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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 -
101 votes
An error occurred while saving the comment Can I password protect a document so only I can open it for download when complete from the system (not from the completed email link)?
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74 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 I want to connect QuickBooks Payments to PandaDoc. Is there a way to set up recurring payments?
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153 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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70 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?
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40 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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12 votes
An error occurred while saving the comment Incorporate images from SahrinPix plug-in in Salesforce to PandaDoc documents
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37 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
An error occurred while saving the comment The sbility to remove some specific templates from the the reporting calculations. for example, proposals aren't present in Reporting.
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253 votes
Great news!
The new color palette for fillable fields is now available to everybody.
While this does not allow you to pick colors for recipients, we've chosen eight distinct colors that will be assigned to the recipients automatically, depending on their order. These distinct colors will fix the issue of two recipients having similar colored fillable fields. We've carefully selected these new colors to not only pass the contrast checker, but also to make sure that they are easily distinguishable for individuals with color blindness.
For use cases that require you to pick colors for branding, customization or any reason other than distinguishability, please upvote this idea: Ability to pick/change colors of fillable fields.
An error occurred while saving the comment When the recipient shows where they need to sign, the box is highlighted a very light yellow color
When we first login, there is no visual indication of which Workspace we are currently in. The only way to tell is to click our icon in the top-right corner, then click the "Switch Workspace" option, then see which says "(active)" beside it.
Might be really nice to add the Workspace name right after the word "Dashboard", which would make it completely obvious.