337 results found
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I need a method to transfer variable values between pre-existing documents
I need a method to transfer variable values between pre-existing documents
1 voteHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:
Many thanks for your time! Have a wonderful day!
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Share templates and Content Library items in Editor 2.0
Share templates and Content Library items in Editor 2.0 by a user
58 votes -
Ability to set the default font on the account level.
Ability to set the default font on the account level.
1 voteHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:
https://share.getcloudapp.com/llu6qNKe
Many thanks for your time! Have a wonderful day!
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Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
91 votesHi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
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1 vote
Hello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to see if a document was sent is already available within the system: https://share.getcloudapp.com/P8u6LZ6j. You can access this option from the Document details view: https://share.getcloudapp.com/7KuqD4jb
Many thanks for your time! Have a wonderful day!
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Recover deleted documents
Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own
95 votes -
Images via API
Merge images into a document via API
4 votes -
Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?40 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! You'll want to navigate to 'System variables'.
https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables#h_01F330CETVY712HSS7ZTXJX0XV
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Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!26 votes -
Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Pricing Table - extend Design options
format column color,
change font size for Total
Format color of the Pricing table footer190 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 voteswith new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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Add new currency - XPF CFP francs (Pacific Franc)
I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!
1 voteGreetings! 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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UK National Insurance number validation (NiNo)
National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.
1 voteHi there 👋
Excited to share that validation for the UK National Insurance number (via regular expression) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
169 votesHi 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 auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Save Field Data when resending/editing
Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.
110 votes -
export list of incomplete and viewed documents
Export data on incomplete/viewed documents to a csv or excell file for reference
1 voteHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to export incomplete and viewed documents data in CSV is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-ReportingHave a wonderful day!
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[Fields] change the formatting for fields
Add ability to change the formatting for fields:
- aligning
- text font
- text color122 votesThe feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
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