364 results found
-
HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
21 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
-
Error in UF currency format
the UF currency must have two decimal places. Please correct as soon as possible
2 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
-
Manage Signing Order UX Improvement
This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.
A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"
2 votes -
40 votes
-
Volume-based Pricing (formerly Tiered pricing)
Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.
111 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
-
14 votes
Hello 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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
-
Use tab to jump to the next field to fill and assign field
Use tab to jump to the next field to fill and assign field
50 votes -
Ability to name Image Block
I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.
3 votes -
Advanced reporting combined for all workspaces
Customer would like to pull a report of all workspaces and filter by workspace.
26 votesAdvanced reporting combined for all workspaces is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
-
6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
-
1 vote
-
Source PDF replacement
The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.
67 votes -
83 votes
-
swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votesHi there,
I'm happy to inform you that you can now change signers even in a sent document while keeping their place in the signing order.
Best,
Igor from PandaDoc
-
1 vote
-
Automatic update of currency depending on the currency of catalog item.
Automatic update of currency depending on the currency of catalog item.
6 votesThe feature is available with Quote Builder.
-
ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes -
7 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
-
6 votes
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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages
-
[Bulk actions] mass select and move/delete/update all or selected fields
mass select and move/delete fields ev2
46 votesGreetings! 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!
- Don't see your idea?