527 results found
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Add option to send a reminder on a document in "Waiting for payment" status.
Add option to send a reminder on a document in "Waiting for payment" status.
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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Sync field's values to HubSpot
The customer desires the capability to synchronize the field values from a completed document to HubSpot.
1 voteWe'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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8 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!
Redlining. -
Sync fields only from Pandadoc to SFDC and not bidirectionally
Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.
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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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!
Sending another document when PandaDoc document status changes
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9 votes
Hi there!
Great news – autofill with custom days (X days after the signing date) is now available for all plans! Dive into this feature by checking out our help center.
If you have any feedback, don't hesitate to reach out to me.
Best,
Igor | PandaDoc Product Team
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transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
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!
Redirect recipients after document completion -
Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
35 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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Add custom roles in all workspaces at once or in bulk
I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)
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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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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Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API
Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.
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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[Automations] Create line item in Hubspot once the document status changes
For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).
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!
Update, add, and remove line items in HubSpot whenever a document status changed
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APIs to add/edit/del Templates.
APIs to add/edit/del Templates.
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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Update records in SugarCRM when new documents are Signed in PandaDoc
Update records in SugarCRM when new documents are Signed in PandaDoc
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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Choose one ONE required item from all the optional items
We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table
4 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. For more information, please click the link below. Have a marvelous day!
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option to add multiple recipients for a fillable field
option to add multiple recipients for a fillable field
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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change currency in the quote builder
change currency in the quote builder
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Smart Content based on Pricing table values
Smart Content feature for Pricing table
32 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 set up an alternative line item description from HubSpot.
Ability to set up an alternative line item description from HubSpot.
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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Identify Recurring charges in Catalog Import CSV
Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.
18 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/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV
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