Settings and activity
29 results found
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294 votes
Hi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
Peter Parker
supported this idea
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Peter Parker
supported this idea
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33 votes
Hi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
Peter Parker
supported this idea
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29 votes
Valeryia Baranava responded
Peter Parker
supported this idea
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33 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!
https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/
Peter Parker
supported this idea
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23 votesPeter Parker
supported this idea
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23 votesPeter Parker
supported this idea
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55 votes
We wanted to share an update regarding the 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.
Peter Parker
supported this idea
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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.
Peter Parker
supported this idea
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261 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Peter Parker
supported this idea
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231 votes
We wanted to share an update regarding the 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.
Peter Parker
supported this idea
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
Peter Parker
supported this idea
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32 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!
Peter Parker
supported this idea
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An error occurred while saving the comment -
357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Peter Parker
supported this idea
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
Peter Parker
supported this idea
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15 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!
Peter Parker
supported this idea
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
Peter Parker
supported this idea
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311 votes
Released to general availability
Peter Parker
supported this idea
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48 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information.
Have a wonderful day!
Peter Parker
supported this idea
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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.
Peter Parker
supported this idea
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Smart content not only for catalog items but for products that are pulled over from the CRM (Hubspot/Salesforce). This could be based on product name the same way the data merge works.