3784 results found
-
27 votes
Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released
-
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
30 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!
-
25 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign.
Have a wonderful day!
-
Excel as an attachment
Ability to upload excel file to a document
3 votes -
7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
-
2 votes
-
Edit template via mobile
Edit the templates via mobile app.
13 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
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!
-
14 votes
Hi,
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:
-
4 votes
-
The option to pull the info to a regular table (not pricing) via API.
The option to pull the info to a regular table (not pricing) via API.
11 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!
API Reference Create Document From PandaDoc Template
https://developers.pandadoc.com/reference/create-document#/
Also we have separate guide on how to work with tables https://developers.pandadoc.com/docs/working-with-tables#/
-
Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
9 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!
-
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
23 votes -
quantity editing for all the pricing table
enable quantity editing on all products simultaneously in the pricing table
7 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:
- Section quantity in Quote Builder
You can reach out to your Account Manager or to our Support Team to learn more about Quote Builder and CPQ.
-
Create template via API
API call to create a template.
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!
-
List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
11 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 allowing to list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
-
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
-
auto-populate images depending on who is sending the document
auto-populate images depending on who is sending the document
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!
-
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
21 votes -
Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
33 votes
