277 results found
Signature classes or pattern recognition.
I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.1 vote0 comments · Other · Admin →
This functionality is available in PandaDoc templates with the help of template roles: https://support.pandadoc.com/hc/en-us/articles/360035231013--Editor-2-0-Template-Roles
Please note that this feature is available on paid plans only. You may reach out to our Support Team for more information.
Ability to set preferred date layout
It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.1 vote
This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
Hope this helps! For more information please reach out to our Support Team :)
PDF Inserting into Proposal
would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG1 vote
It is possible to upload a PDF or other file to the body of the document, for this you would need to click on the “+ Add content” at the bottom of the page > Upload file > Select file.
For more information, please reach out to our Support team or visit our Help Center: https://support.pandadoc.com/hc/en-us/articles/360041128633--Editor-2-0-Create-a-document-
Share Folders between Workspaces
Ability to share whole folder to another workspace25 votes
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 share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items
Have a wonderful day!
Product Operations, PandaDoc
workspace invite link for paid plans
workspace invite link for paid plans1 vote
Sections in Ev2 pricing table via API
Multiple sections in pricing tables Ev2 (API).3 votes
1 vote0 comments · Other · Admin →
There is a forgot password button under the password field on the login page: https://app.pandadoc.com/login/
In case you cannot log in, please reach out to our Support Team.
Integrations: Support custom product fields in Pipedrive
Integrations: Support custom product fields in Pipedrive1 vote
Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces23 votes
Document Expiration Date token
A predefined token for "Document Expiration Date18 votes
Zendesk Sell Integration for EV2
Zendesk Sell Integration for EV224 votes
[Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell
Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent12 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 has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
Pricing table - Modifications
Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.22 votes
different colors for signer's icons
different colors for signer's icons1 vote
Save PandaDocs as word
Save PandaDocs as word1 vote
option to cancel or void viewed doc
option to cancel or void viewed doc1 vote
Remote Online Notary feature
Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.15 votes
Remote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents
Have a wonderful day!
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