527 results found
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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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The ability to create and use company variables in a Hubspot deal.
Right now, company variables only show in company contacts and not deals.
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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Signee's store their signature jpg on the paying users account
We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.
1 voteHi 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 set a default uploaded signature is available within the system.
Have a wonderful day!
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
140 votesHi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
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Automatic PDFs of a Signed Document
when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.
1 voteHi 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 in the system, please see more about this here: https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-PDF-of-a-completed-document
Have a wonderful day!
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Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)
Auto-populate the date field / variable based on the date the document is signed.
New Date Variable: Signature Date
666 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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Conditional fields available for Forms
Conditional logic for the forms.
32 votesConditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
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1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
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1 vote
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Attachments to the main document
Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
The workflow you're trying to achieve with attaching the ID card is available within the system. Please refer to this article for more info: https://support.pandadoc.com/hc/en-us/articles/360063388533--Editor-2-0-Collect-files-field
Have a great day!
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Advanced Search for document titles
Be able to have advanced word search to have a nexact match of existing document titles when naming documents
4 votes -
379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
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Proposal Consultancy & Design Services
1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
2) Proposal & Template Design Services.2 votesThanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.
If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.
We’d love to work with you to optimize PandaDoc based on your specific business needs.
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4 votes
Greetings! 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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26 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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Update document using API
Can update some field using api
8 votes -
Chrome Extension - List Document Numbers
List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.
1 vote -
1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:
Have a wonderful day!
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Edit a sent document and save without resending
Availability to edit a document after it was sent out and save the changes.
107 votesHi there!
Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!
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Change doc sender via API
Change doc sender via API
1 vote
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