536 results found
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[Quote Builder] Format columns like Pricing table
Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).
21 votesHi,
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Make one payment gateway default over another
Make one payment gateway default over another
2 votes -
Footer/Header - Ability to add signature fields, text fields.
The ability to add fields on footer such as text field or signature fields.
5 votesHi,
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Ability to pass billing frequency fields into the pricing table from Pipedrive line items.
Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.
1 voteHi,
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Send an SMS reminder notification
send an SMS reminder notification
2 votesHi,
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Auto reminders -
Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
2 votesHi,
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Ability to edit the form prompt text "Enter your contact information to start the signing process."
Ability to edit the form text "Enter your contact information to start the signing process."
3 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 votesHi,
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https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles
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Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
48 votesHi,
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Work with Product Catalog Items -
1 vote
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sent document - change document name without editing it
sent document - change document name without editing it
9 votes -
Send Slack notifications to CC'd recipients when a document is sent.
Send Slack notifications to CC'd recipients when a document is sent.
1 voteHi,
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Slack integration -
Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
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recipient cannot see or unlock the license before signing up or filling out the form
A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form
2 votesHi,
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Sending another document when PandaDoc document status changes
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Folder Transfer
If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.
1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Our Rooms feature allows you to share more than 10 documents with your recipients. For more information, please click the link below!
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E-Sign + ID Proofing
Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).
9 votesHi,
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Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".2 votesHi,
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Update Deal properties in HubSpot whenever a document's status changes
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Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votesHi,
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Approval workflow in order
Customer would like to set an approver workflow in order
2 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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