521 results found
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5 votes
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ev2- Salesmate integration
ev2- Salesmate integration
1 voteSalesmate integration is released: https://support.pandadoc.com/hc/en-us/articles/1500003562561-Salesmate
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5 votes
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4 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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Spanish localization
Localization PandaDoc in Spanish.
4 votes -
[Doc2doc] Transfer pricing table
Doc 2 Doc Enhancements
- transfer pricing tables3 votes -
3 votes
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Complete Italian localization
The "Hurray! Document completed" message should be in Italian
3 votes -
Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
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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3 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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Required fields
Make all fields required when placing them in a document
3 votes -
BulkSend in Editor 2.0 Ev2
BulkSend in Editor 2.0
3 votes -
Bulk Users Invite
The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.
3 votes -
Grand Total Token for Editor 2.0
Would like grand total token to be at full feature parity from Editor 1 to Editor 2.
2 votes -
Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!
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2 votes
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Zapier Feature Parity for Editor 2.0
Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.
1 vote -
Send comments in bulk
Send comments in bulk
1 vote -
Option to turn off Download as .docx
Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.
0 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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