Settings and activity
32 results found
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17 votes
An error occurred while saving the comment -
36 votes
An error occurred while saving the comment Vladislav Avsievich commented
How would I know what template is used in a certain doc?
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362 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
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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28 votes
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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93 votes
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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29 votes
An error occurred while saving the comment Be able to use the signing order + send the emails to multiple signers. For example, when signer #1 is the salesperson, and signers #2 and signer #3 are clients from the same company and either signer #2 or signer #3 should sign the doc
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61 votes
An error occurred while saving the comment Be able to update products in PandaDoc Pricing table with the opportunity products via clicking the "Refresh Opportunity info" button, which currently updates only SalesForce variables
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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
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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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79 votes
An error occurred while saving the comment The "auto-alignment" feature doesn't allow to place a field properly, the only workaround is to use keyboard arrows. The feature request is to be able to turn on/off this feature to make more precise movements
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6 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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3 votes
An error occurred while saving the comment Be able to populate PandaDoc fields with HubSpot variables
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22 votes
An error occurred while saving the comment I have a client who is visually impaired who needs to sign his PandaDoc. Do you have any accessibility options to support the client that we're not aware of?
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41 votes
An error occurred while saving the comment Apply an additional discount if the document is signed before the specific date
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4 votes
An error occurred while saving the comment Select multiple images and set their sizes 50% of the original sizes, for example
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20 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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27 votes
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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37 votes
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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21 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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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)