536 results found
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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 -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
33 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!
https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/
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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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Allow for KBA: Knowledge Based Authentication
Allow for KBA: Knowledge Based Authentication
43 votesHi there,
We’re excited to announce that Knowledge-Based Authentication (KBA) is now officially available to all our customers 🎉
Try it out today or visit our Help Center to learn more.
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Full-Text Search For Document Numbering
To have the feature to use the search bar for document-numbered files.
4 votes -
Merge cells in a table
Merge cells in a table.
154 votes -
EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.
Get the discount column in a pricing table to be shown in "%" and not in the actual amount.
145 votes -
29 votes
It is possible to upload contacts using CSV via Google Contacts: https://support.pandadoc.com/hc/en-us/articles/1500004997122-How-to-import-Google-contacts
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Sync payment app total with the total in pricing table (EV2)
Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,
122 votesPricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
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Reorder pages
A simple way to move and reorder pages in a document.
161 votes -
saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
18 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!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box
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32 votes
Greetings! 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. Have a marvelous day!
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