536 results found
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Download a csv of all Form responses at once
Download a csv of all Form responses at once
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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Search for product catalog items by category
Option to search for product catalog items by category
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!
https://support.pandadoc.com/en/articles/9714691-product-catalog#h_01GFNPZ5NHW6MPF677G4SN1QX7
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Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
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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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Invite or create users via API
Option to create a new user or invite a new user via API.
11 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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Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.
Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.
12 votes -
265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
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Pull currency from Hubspot
Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly
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
Hello! 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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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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Add AND conditional approval statements
Conditional approvals could benefit from the addition of the AND statement.
34 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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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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