Settings and activity
608 results found
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2 votes
An error occurred while saving the comment Savannah Faulkner shared this idea ·
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13 votes
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13 votes
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- In the PandaDoc template, click on a field, select Properties on the floating panel
- Next, add the name to the Merge field
- As a result, the field will appear in the Zapier step
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
An error occurred while saving the comment Send completed PDF to one specified recipient but not all
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5 votes
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2 votes
An error occurred while saving the comment Ability to search/filter for documents based on products purchased
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4 votes
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2 votes
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4 votes
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5 votes
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12 votes
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2 votes
An error occurred while saving the comment Ability to add a template description. This would be helpful when choosing a template when creating a document via a CRM
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7 votes
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1 vote
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2 votes
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5 votes
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3 votes
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25 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
Example: We are attempting to collect from employees when they are available to work. I have a table inserted into the doc that I have set up to look like a calendar. For each date on the calendar, I can put either radio buttons with “Yes” or “No” for availability, or I can use a check box for them to denote they are available.
What I would then like to happen is that on a second page the list of all the dates that they have either marked yes or checked the box for appear. This would then provide them the ability to check the list to make sure that the dates they have selected are accurate. My initial thought was that I would have a text block with the date listed in it that is tied to each either radio button or check box that would only appear if it is selected as they are available.