Settings and activity
13 results found
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14 votes
Ryanne Doumet supported this idea ·
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32 votes
Valeryia Baranava responded
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28 votes
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc
Have a wonderful day!
An error occurred while saving the comment -
62 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 Functionality: if rep moves to manager, team is confused on how to use approval workflow. regional managers are approvers but approval workflow set up by template not by region
request to make bulk changes to templates - i.e. one template that is highly customizable or many templates that address each need. have about a 20 template. would like to make bulk change to template especially in regards to approval workflow -
41 votes
Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
An error occurred while saving the comment ability to set up approval workflow based on a discount applied to the contract as a whole, not by line item.
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26 votes
An error occurred while saving the comment Slack Integration: once doc goes into approvals > slack gets sent to approvers
- Michael figured out workaround - but ideally needs zapier to identify who approver is. Using tags right now to achieve this -
91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
An error occurred while saving the comment save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder
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519 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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
An error occurred while saving the comment From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one. -
11 votes
An error occurred while saving the comment option to warn signer about expiring document more than 1 day prior to expiration date AND send to the owner of the document
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11 votes
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43 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 The ability to have Lowercase Roman Numerals in Editor 2.0 Bullet List (right now it's only uppercase Roman Numerals)
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151 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 There should be an option that makes it impossible to backdate the date at which someone signs a contract.
Be able to integrate excel into PD so can dynamically pull in spreadsheets (not as an attachment)