313 results found
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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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Hyperlink image ev2
hyper link image ev2
27 votes -
27 votes
Greetings! 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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Mandatory fields
make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.
Have a great day!
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1 vote
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get the Document completion date via Public API
get the Document completion date via Public API
1 vote -
Store Signature Image (jpg) for PandaDoc Account Owner
I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.
Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.
1 voteThis option is available in Settings > Personal info > Signature > Upload. After you upload your pre-defined signature, you can simply click on the signature field when signing a document and select “My Signature”. Please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360007914493-Profile-settings-and-notifications#3
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29 votes
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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 voteHi there!
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 voteHi there!
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 PNG
1 voteHi there!
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 workspace
25 votesHello 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 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!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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workspace invite link for paid plans
workspace invite link for paid plans
1 vote
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