563 results found
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Variables for the quote builder
Variables for the quote builder
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:
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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Add the duplicate option to the Home page
Add the duplicate option to the Home page
4 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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Recipient Groups for API
The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
Customer requesting: mpetit@homebound.com10 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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[Quote Builder]: Change default fonts
Ability to change default fonts on the Quote Builder
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!
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Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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1 vote
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!
Change Microsoft Dynamics opportunity stage whenever a document’s status is updated
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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,
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!
[Hyperlink]
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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,
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: -
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,
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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Send an SMS reminder notification
send an SMS reminder notification
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!
Auto reminders -
Template: Trash Bin
Ability to restore templates
8 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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Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
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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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,
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/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,
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!
Work with Product Catalog Items -
1 vote
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!
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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,
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!
Slack integration
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