3784 results found
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[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
8 votes🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
36 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
14 votes -
compound tax in pricing table
A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to search within the document
Ability to search within the document
28 votes -
Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
56 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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API: Create Document Link for Editor 2.0 documents
Create Document Link for Editor 2.0 documents in API
https://developers.pandadoc.com/reference#link-to-a-document18 votes -
[Bulk action] Change Status of Multiple Documents at Once
Be able to change the status of multiple documents at once.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 way sync Zoho
2 way sync with Zoho CRM
49 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Moving rows from one pricing table to another pricing table
The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
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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Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
45 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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PandaDoc in Italian
Italian language for PandaDoc UI.
25 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Disable inline commenting (add a comment button) option
Disable add a comment button in documents
41 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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wrap text and make text smaller when recipients add long responses to text fields
wrap text and make text smaller when recipients add long responses to text fields
18 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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Highlight Text on an uploaded document
Have the ability to highlight text
9 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
9 votes -
Add Section wherever in the Pricing table
Add Sections to the middle of the pricing table when it's already been created.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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7 votes
