503 results found
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content library preview feature for ev2
content library preview feature for ev2
19 votes -
signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
34 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!
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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 voteswe've released ability to search within content of uploaded PDF & Word files
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Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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25 votes
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EV2. Ability to have stripe add payments to existing customers instead of creating new customer
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
14 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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View Cost of products in Pricing table on the recipients end
Allow users to add the Cost of Goods as a column in a pricing table.
15 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with the Quote builder. For more information, please click the link below. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/9454094843671-Advanced-quotes-
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12 votes
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Adding the content library feature EV2 to the right menu
Adding the content library feature EV2 to the right menu
2 votesAdding the content library feature EV2 to the right menu is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360016230713--Editor-2-0-Content-Library
Have a wonderful day!
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27 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!
Payments -
Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
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Edit document value without pricing table
Edit document value without pricing table
1 voteIt is possible to set up a custom document value, please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360038367394--Editor-2-0-Document-value
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Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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Indian date format
Hi,
Please change the date format as Indian format
1 voteThere is a DD/MM/YYYY date format available: https://support.pandadoc.com/hc/en-us/articles/360058222713--Editor-2-0-Date-field-format-and-options
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HubSpot: Token Information to Populate in Fields and Editable by Signers
Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.
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!
Passing information from HubSpot into PandaDoc (via fields)
Update Deal properties in HubSpot when PandaDoc document status changed
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Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Hyperlink image ev2
hyper link image ev2
27 votes -
Mandatory fields
make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.
Have a great day!
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1 vote
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