652 results found

1. Pull info from Salesforce into PandaDoc fields
   6 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!

   Passing information from Salesforce into PandaDoc (via fields)

2. Monday.com integration
   10 votes

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

   The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com

3. [Hubspot] Pass custom product properties from Hubspot to PD pricing table
   34 votes

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

4. Ability to search from Dashboard

   Search documents from the dashboard

   28 votes

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   5 comments  ·  Documents & Data Management  ·  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!

   Search for a document

5. Ability to track the remaining number of licenses

   detect when a new user is added which consumes a license

   2 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  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!

   Admin settings

6. Netsuite

   Integration with NetSuite

   40 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava 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!

   NetSuite

7. Total Time Viewed Reporting

   Advance reporting to show total time viewed on each document.

   13 votes

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   1 comment  ·  Other  ·  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!

   How to export document analytics

8. PD and SF sync

   sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey 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!

   Pass data from SFDC into PandaDoc

9. Edit variables names
   27 votes

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

   Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released

10. Active Campaign integration
    25 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign. 

    Have a wonderful day!

11. Excel as an attachment

    Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Delete…  ·  Admin →

12. Pass discounts from HubSpot in percentage
    7 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

13. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    11 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminSergei Soroka (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!

    API Reference Create Document From PandaDoc Template

    https://developers.pandadoc.com/reference/create-document#/

    Also we have separate guide on how to work with tables https://developers.pandadoc.com/docs/working-with-tables#/

14. Ability to delete a user from all workspaces at once

    The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  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!

    Admin panel updates

15. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Change HubSpot deal stage whenever a document’s status is updated.

16. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  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!

    Create template

17. List all the documents, which require only my signature (Precompleted documents)

    It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13 August 2020)

    It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13… more

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava 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 allowing to list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home

    Have a wonderful day!

18. Store Signature Image (jpg) for PandaDoc Account Owner

    I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.

    Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.

    1 vote

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

    This option is available in Settings > Personal info > Signature > Upload. After you upload your pre-defined signature, you can simply click on the signature field when signing a document and select “My Signature”. Please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360007914493-Profile-settings-and-notifications#3

19. Master Theme change

    Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    33 votes

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    Released  ·  4 comments  ·  Delete…  ·  Admin →

20. Remove the "Draft" status from templates
    1 vote

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    Released  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →