761 results found
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:
Have a wonderful day!
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Pandadoc document value in Pipedrive panel
Show Pandadoc document value in Pipedrive panel
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!
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Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
107 votesHi there!
Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!
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Signature Certificate when using initials
We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks
21 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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Change doc sender via API
Change doc sender via API
1 vote -
Can you request to have your designers update the new version to have variables be in order and not alphabetical
Can you request to have your designers update the new version to have variables be in order and not alphabetical
1 voteHi 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 sort the variables in the documents has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/en/articles/9714599-variables
Have a wonderful day!
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1 vote
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 allowing to identify how many times the templates have been used is available within the app. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.109 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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2 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 allowing to share your templates between workspaces is available within the system. Please see this link for more information:
Have a wonderful day!
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In-person signing without email
In-person signing without email - for the senior care facilities where those signing do not have an email address
22 votesHi there 👋
I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.
If you have any questions, please feel free to reach out.
Igor | Product Team
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Specify days and time of auto-reminders
customize the auto-reminder Time and Days
42 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 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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Reporting: filter for trash documents
filter that would allow excluding trash documents from the reporting
1 vote -
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 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!
Assigning fields to recipients
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Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
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create library items via api
create library items via api
8 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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Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
519 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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
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When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
13 votesI'm happy to announce that we've fixed the issue with files transfer ownership.
From now on, all files transferred to the new owner will stay in the same folder as were originally.
You're welcome to share your feedback
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Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.
123 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.
For more information, please click the link below!
Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
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Export all documents list with statuses and other information
Give option to export list of all Documents status.
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!
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