527 results found

1. Pushing SKU from Hubspot to PandaDoc

   Pushing SKU from Hubspot to PandaDoc.

   30 votes

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   2 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   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!

   https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#4

2. Ability to add a variable in a hyperlink

   Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

   1 vote

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   Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

3. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ

   Hi there, PandaDoc Team!

   Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

   Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

   It looks like this used to be possible:

   https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

   But now, once you select a source, Template is required:

   https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

   Thanks, and please let us know if you have any questions!

   from: https://developer.zapier.com/app/2019/issues/55

   Hi there, PandaDoc Team!

   Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

   Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

   It looks like this used to be possible:

   https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

   But now, once you select a source, Template is required:

   https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

   Thanks, and… more

   1 vote

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   Released  ·  0 comments  ·  Delete…  ·  Admin →

4. Pricing table currency based on Salesforce opportunity

   Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

   16 votes

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   5 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   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!

   https://support.pandadoc.com/hc/en-us/articles/19218367684503-Salesforce-Lightning-Create-and-send-PandaDoc-documents#3

5. pass variables/a variable to the document name through zapier

   pass variables/a variable to the document name through zapier

   3 votes

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   Released  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →

6. Webhook for New Template Created or Template changed

   When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

   4 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   New Template API and Webhooks

7. change document owner in API.

   change document owner in API.

   5 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   https://developers.pandadoc.com/changelog/ownership-management

8. Microsoft 365

   Microsoft 365 integration

   7 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   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!

   
   

   https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

   
   

   https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

9. Mobile app create and send docs EV2
   66 votes

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   Released  ·  4 comments  ·  Mobile  ·  Delete…  ·  Admin →

10. Show line item's discount sum

    Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    11 votes

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    0 comments  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/8918534136087-Add-and-set-up-quote-builder-

    Have a wonderful day!

11. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

12. The ability to adjust the font size for the entire pricing table.
    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    
    

    There is a way to adjust all pricing table cells font via Design option: https://share.getcloudapp.com/04uWmB0l

    
    

    Have a wonderful day! 

13. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    Excited to share that Text field validation via regular expressions has been released.

    For more information please visit our Help Center.

    Looking forward to your feedback.

14. Download attachments via API
    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

15. API - Create Document form Docx

    Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    API - Create Document form Docx is available within the system. Please see the link for more information: https://developers.pandadoc.com/reference/new-document

    Have a wonderful day!

16. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

17. EV2 Ability to access files uploaded in upload field via API
    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    https://developers.pandadoc.com/changelog/editor-20-attachments-and-collect-file-fields

18. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

19. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    The feature is released: https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication

20. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →