453 results found
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Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
3 votes
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 voteswith new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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Add new currency - XPF CFP francs (Pacific Franc)
I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!
1 voteGreetings! 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!
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Optional section in pricing table
Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])
27 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 CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
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UK National Insurance number validation (NiNo)
National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.
1 voteHi there 👋
Excited to share that validation for the UK National Insurance number (via regular expression) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
169 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 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!
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Save Field Data when resending/editing
Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.
110 votes -
export list of incomplete and viewed documents
Export data on incomplete/viewed documents to a csv or excell file for reference
1 voteHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to export incomplete and viewed documents data in CSV is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-ReportingHave a wonderful day!
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Recurring monthly payments in Pricing table: set recurring payments in payment gateways
Implement recurring type of payments in a pricing table
59 votes -
[Fields] change the formatting for fields
Add ability to change the formatting for fields:
- aligning
- text font
- text color122 votesThe feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
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Presentation mode
Presentation mode.
Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.63 votes -
Assign all/several fields to one role/recipient at once in a template [Workaround in comments]
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
87 votesThank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!
Learn more about this functionality here.
You can also assign all fields at once on the document level before you send the document.
- If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
- If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
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Turn off auto fields snap / auto-aligning fields (workaround in comments)
Ability to turn off auto snap function when placing fields.
96 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
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Add Clickable Table of Contents to Sidebar
Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.
10 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to reflect Clickable Table of Contents on Sidebar is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360020850393--Editor-2-0-Content-Builder-BlocksHave a wonderful day!
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Catalog - Packs items
May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is already available in the system. For more information, please click the link below. Have a marvelous day!
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Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
159 votesContract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
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Password protection via API
The customer would like to use password protection when creating the document via API
3 votesHi,
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!
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Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce
Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.
1 voteHi,
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!
Update Opportunity Products when PandaDoc pricing table or quote builder is updated
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