513 results found
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[Quote Builder]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 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!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Quote builder formatting (reorder product order in bundles)
Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.
3 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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Option to remove the tiered note/bundle descripton on the Qoute builder
Option to remove the bundle descripton on the Qoute builder
allow the user to remove the tierednote/pricing descripton once volume pricing is chosen
1 voteAdmins/Managers can hide the upselling label for volume-based products in Quote by going to Design tab -> Volume-based pricing -> Disable "Show label" toggle.
I hope this is helpful!
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15 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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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
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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Display item cost in a quote (Advanced Quotes)
Display cost in a quote
1 voteHi,
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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Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.
The client wants to receive notifications some sort when there's a maintenance, bugs and outages.
1 votePandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages.
You can find it here: https://status.pandadoc.com
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Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
5 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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Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
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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Option for Radio buttons on API [field tags]
Option for Radio buttons on API [field tags]
- will allow the user to use Radio buttns on API
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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Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
1 voteHello,
Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#7
You'll navigate to the section of the article called 'Disable/enable promotional window upon document completion'.
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Get credit card details from recipients without charging any amount and the card details should be automatically saved.
Get credit card details from recipients without charging any amount and the card details should be automatically saved.
1 vote -
Installments: Choose a Date instead of an Interval for Payment Due
Set due dates for payments
7 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 links below! -
Stop Quote Builder from Floating to the top when adding a Row
Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.
2 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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webp format for Catalog images
supported webp format for Catalog images import
2 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. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!
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1 vote
Hi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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use dropdowns as tokens (hubspot)
to be able to use dropdowns as tokens in hubspot integration
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For further guidance on locating the required variables, please click the link below!
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Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
4 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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