3784 results found
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Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 votes -
5 votes
Hi. 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:
- Recipient view localization.
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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Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
20 votes -
add image to table columns
add image to table columns
43 votes -
PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
1 voteHi,
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, please check the link below:
Sending another document when PandaDoc document status changes
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Attachment on forms
The ability to add attachments to forms
2 votes -
Default custom theme for Ev2
Default theme for Ev2 in Settings.
6 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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Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
9 votes -
GoCardless
Integration with Payment Gateway GoCardless
48 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
Option to use upload fields in Forms
Allow recipients to upload files when filling out a Form
2 votes -
Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Copy the page from one document to another.
Copy the page from one document to another.
17 votes -
Card Details field for Authorize.net
Card Details field for Authorize.net.
16 votes -
4 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Borders for one row in a table
also how to add borders to only one row in a table. like the header row
14 votes -
Salesforce CPQ
Integration similar to Salesforce but for Salesforce CPQ
50 votesHi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
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Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
16 votes -
Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 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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6 votes
Hi,
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!
Passing information from Salesforce into PandaDoc (via fields)
