Settings and activity
27 results found
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20 votes
An error occurred while saving the comment -
57 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment How would I know what template is used in a certain doc?
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168 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
An error occurred while saving the comment Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
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439 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 this release 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 For example, the value displays as 123,14 (comma)
But you can type it in only as 123.14 (dot)An error occurred while saving the comment For example, be able to display 20 instead of $20
An error occurred while saving the comment For example, we have price in $. The feature request is to be able to remove "$" from the "price", "subtotal", "fee", "tax" and "discount" columns and to be able to remove $ and % from "fee", "tax" and "discount" . At the moment (August 19 2020) it's not possible to show % in "fee", "tax" and "discount" columns, but if this functionality is implemented someday, the feature request is to be able to hide % as well.
An error occurred while saving the comment Ability to change the formula for the "total" amount in the pricing table footer
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36 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 Let's say there's a table with 3 columns:
Price per months
Number of months
SubtotalAt the moment the subtotal is calcuated automatically: number of months * months.
The feature request is to be able to input subtotal manually and have the system calculate the price per month automatically = subtotal/number of month
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121 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment For example, the following:
<div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>:Â Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job two power outlets one in the closet and one inside the drop ceiling of 111 Warren Ave. If we must drill to the electrical room in that building there will be a change order to account for the labor and materials.</span></div>Currently it is pulled as a plain text
An error occurred while saving the comment For example, at the moment line breaks are not passed. Be able to save the original formatting of product description and other HubSpot properties after the products are pulled from HubSpot into a PandaDoc document
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7 votes
An error occurred while saving the comment Be able to add a field on each page of a document. More specifically, Initials/Signature fiield for HR documents. At the moment it is possible to achieve this goal via header or footer, but uploaded documents do not have header/footer. Also, a client may wish to do it not exactly in the header/footer area
AdminVladislav Avsievich (Admin, PandaDoc) shared this idea ·
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3 votes
An error occurred while saving the comment Yup. In that image, those are "sections", which are really just like, a folder of a couple pages in the document (about Proposify https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/b38ebd1fe221904d2521703006b03e723f6c1519.png). BUT, as a SMALL step, I think having a page name show instead of "CONTENT" would be better.
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2 votes
An error occurred while saving the comment When we send a proposal, we send it with two attachments. When the client signes the proposal, they get an email with the signed contract. is it possible to send the attachments with it again?
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9 votes
An error occurred while saving the comment Be able to manage document & signature forwarding for all documents globally, like reminders in Settings -> Settings
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66 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 Apply an additional discount if the document is signed before the specific date
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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 Select multiple images and set their sizes 50% of the original sizes, for example
An error occurred while saving the comment For example, make an image 50% of its original size.
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22 votes
An error occurred while saving the comment At the moment the arrange option is available only for blocks which are placed on a cover page.
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49 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 Be able to see the last login date to a workspace when you click on a user in Settings -> Billing -> Users
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58 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Be able to remove doc ref and page number from signature certificate/disable signature certificate
An error occurred while saving the comment Option to remove document ref & page number which are automatically added to the pdf of a compelted document
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23 votes
An error occurred while saving the comment At the moment the values in dashboard is calculated based only on the documents with the default currency. The feature request is to be able to include in dashboard calculations the documents with currencies, which are different from the default's currency
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36 votes
An error occurred while saving the comment Be able to change the expiration date of multiple documents at a time
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15 votes
An error occurred while saving the comment Be able to align text horizontally like with the ruler in Microsoft Word/Keynote
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21 votes
An error occurred while saving the comment Set the default type for future created pages
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8 votes
An error occurred while saving the comment Transfer the word document's inline comments to PandaDoc after the document is created via the upload of the word file
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Currently the results of the search are placed by the relevance (most matching go first), the feature request is to be able to apply other soring: created date, modified date, name)