Settings and activity

  1. 30 votes

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    AdminMasha Kisel (Admin, PandaDoc) supported this idea  · 
  2. 5 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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.

  3. 10 votes

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    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.

  4. 147 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    У меня вот здесь таблица съезжает, когда в ячейке больше ~5 символов:
    1) https://prnt.sc/u2xsv5

    2) https://prnt.sc/u2xt8e

  5. 21 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    Add a text block within an image.

  6. 72 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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.

  7. 33 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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 :(

    AdminMasha Kisel (Admin, PandaDoc) shared this idea  · 
  8. 4 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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.

  9. 10 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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

  10. 9 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    PandaDoc Style settings aren't applied to the text copied from another source

  11. 90 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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)?

  12. 22 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    I want to connect QuickBooks Payments to PandaDoc. Is there a way to set up recurring payments?

  13. 13 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    Is there a way to see proposals that have been signed by the signee, but are waiting on me to finalize?

  14. 2 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    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?

  15. 16 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    I am trying to organize all files and I was thinking that would be great to have a filter for duplicate contracts :)

  16. 11 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    Delete all Catalog products in one click

  17. 7 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    Incorporate images from SahrinPix plug-in in Salesforce to PandaDoc documents

  18. 29 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    The sbility to remove some specific templates from the the reporting calculations. for example, proposals aren't present in Reporting.

  19. 43 votes

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    AdminMasha Kisel (Admin, PandaDoc) commented  · 

    When the recipient shows where they need to sign, the box is highlighted a very light yellow color