520 results found
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Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field
Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.
227 votesHey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
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Use text within SKU Catalog field to type words, not just numbers
Be able to add letters in the Pricing column of the catalog.
2 votes -
Populate the client engagement info from HubSpot
we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.
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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21 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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invite new users to the account in bulk
invite new users to the account in bulk
1 vote -
Required selection of checkbox out of a group of checkboxes
One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.
2 votes -
Ability to move document pages
Ability to move document pages.
- Will allow the user to move pages inside the document.
- This feature will allow them to place a specific pages on there prefered location.
2 votesThe feature is available within the system: share.getcloudapp.com/2Nu6dzRA
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Require drawn signature for signers
Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.
1 voteHi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details:
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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
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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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!
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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 about Quote Builder, please click the link below!
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add missing currency in PandaDoc - KYD Cayman Islands Dollars
add missing currency in PandaDoc - KYD Cayman Islands Dollars
2 votesHi! 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.
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Bundles API
API support for document bundles
42 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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Haitian Gourdes (HTG) currency
Add the Haitian Gourdes (HTG) currency in the pricing table
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.
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salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.
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2 votes
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 is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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The decimals in unit prices in the volume-based pricing method with a comma: ","
The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)
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. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!
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Option to customize or change the font or font size on fields
Option to change the font size on fields
it will allow the user to change the size of fonts on the ifields.
9 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1
Many thanks for your time! Have a wonderful day!
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2 votes
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 is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/360025161734-Signing-order
Have a wonderful day!
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