284 results found
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10 votes
The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com
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25 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign.
Have a wonderful day!
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Excel as an attachment
Ability to upload excel file to a document
3 votes -
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
23 votes -
List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
11 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 allowing to list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
33 votes -
1 vote
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28 votes
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content library preview feature for ev2
content library preview feature for ev2
19 votes -
signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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25 votes
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View Cost of products in Pricing table on the recipients end
Allow users to add the Cost of Goods as a column in a pricing table.
15 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 with the Quote builder. For more information, please click the link below. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/9454094843671-Advanced-quotes-
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12 votes
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Adding the content library feature EV2 to the right menu
Adding the content library feature EV2 to the right menu
2 votesAdding the content library feature EV2 to the right menu is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360016230713--Editor-2-0-Content-Library
Have a wonderful day!
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Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
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Edit document value without pricing table
Edit document value without pricing table
1 voteIt is possible to set up a custom document value, please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360038367394--Editor-2-0-Document-value
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Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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Indian date format
Hi,
Please change the date format as Indian format
1 voteThere is a DD/MM/YYYY date format available: https://support.pandadoc.com/hc/en-us/articles/360058222713--Editor-2-0-Date-field-format-and-options
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Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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