Settings and activity

13 results found

1. Downloading attachments along with the document they are attached to

   227 votes

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   44 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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   Taressa Parkinson commented  ·  Jul 30, 2023  ·  Delete…

   Customers do not get the full agreements without the attachments downloaded on signature

   Save Submitting...
   Taressa Parkinson supported this idea  ·  Jul 30, 2023

2. Transfer the ownership of the template

   32 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

3. Calculated Variables in Pricing tables

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   91 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   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:

   - CPQ: Quote Rules

   If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

   Taressa Parkinson supported this idea  ·  Oct 10, 2022

4. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

   59 votes

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   Released  ·  12 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Taressa Parkinson supported this idea  ·  Oct 10, 2022

5. Email formatting

   26 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Taressa Parkinson supported this idea  ·  Oct 10, 2022

6. Customization for Decline Reasons

   97 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Taressa Parkinson supported this idea  ·  Oct 10, 2022

7. Add an email signature, text formatting, and/or images (logos) to Saved Messages

   71 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Taressa Parkinson supported this idea  ·  Oct 10, 2022

8. Change Document Status Within the Document

   70 votes

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   17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Taressa Parkinson supported this idea  ·  Oct 10, 2022

9. Horizontal line / separator (block) similar to MS word

   24 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

10. Open multiple workspaces all at once in different tabs

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

11. Hyperlinks in saved mesages

    26 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

    Email templates (legacy Saved messages)

12. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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 allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

13. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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!

    Signature timestamp.