518 results found

1. Signature classes or pattern recognition.

   I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

   1 vote

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Hi there!
   This functionality is available in PandaDoc templates with the help of template roles: https://support.pandadoc.com/hc/en-us/articles/360035231013--Editor-2-0-Template-Roles
   Please note that this feature is available on paid plans only. You may reach out to our Support Team for more information.

2. Ability to set preferred date layout

   It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

   1 vote

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Hi there!
   This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
   Hope this helps! For more information please reach out to our Support Team :)

3. PDF Inserting into Proposal

   would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

   1 vote

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Hi there!
   It is possible to upload a PDF or other file to the body of the document, for this you would need to click on the “+ Add content” at the bottom of the page > Upload file > Select file.
   For more information, please reach out to our Support team or visit our Help Center: https://support.pandadoc.com/hc/en-us/articles/360041128633--Editor-2-0-Create-a-document-

4. Portuguese Localization

   Portuguese for Ev2.

   14 votes

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

   Hello,

   Thank you for taking the time to leave your request. We have great news – the PandaDoc app is now available in Portuguese! For more information, please click the link below.

   Changing interface language

5. Share Folders between Workspaces

   Ability to share whole folder to another workspace

   25 votes

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   1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello 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 share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items

   
   

   Have a wonderful day!

   
   

   Sincerely,

   
   

   Valeryia Baranava

   Product Operations, PandaDoc

6. workspace invite link for paid plans

   workspace invite link for paid plans

   1 vote

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   Released  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

7. Sections in Ev2 pricing table via API

   Multiple sections in pricing tables Ev2 (API).

   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

8. Template to doc folder

   Documents created from a template automatically move to a specific folder once created/sent

   12 votes

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   3 comments  ·  Documents & Data Management  ·  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 glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J

   Have a wonderful day!

9. Forgot password button at login
   1 vote

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Hi there!
   There is a forgot password button under the password field on the login page: https://app.pandadoc.com/login/
   In case you cannot log in, please reach out to our Support Team.

10. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

11. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

12. [Salesforce] Pull data in different formats
    16 votes

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

13. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

14. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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

    [Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell

15. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
    2 votes

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    0 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!

    
    

    HubSpot CRM. Map product fields with pricing table columns

    HubSpot CRM. Map product fields with quote builder columns

16. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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

17. Public API for Editor 2.0 to support sandbox key, share document link, embed document
    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →

18. different colors for signer's icons

    different colors for signer's icons

    1 vote

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    Released  ·  0 comments  ·  Delete…  ·  Admin →

19. Save PandaDocs as word

    Save PandaDocs as word

    1 vote

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

20. option to cancel or void viewed doc

    option to cancel or void viewed doc

    1 vote

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