453 results found
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Accurately retain complex numbered lists and bullet formatting from MS Word documents.
Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.
Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.
"Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
"Please can panda docs improve 'the Only simple number lists (with numbers,…193 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!
Working with numbered lists -
Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
12 votesHi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 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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Audit log for accounts showing user activity in the workspace
Admin access to audit logs for accounts showing user activity in the workspace
4 votes -
Link document from PandaDoc to Salesforce: search opportunity by ID
Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.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 check the screenshot below!
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Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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7 votes
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Make one payment gateway default over another
Make one payment gateway default over another
2 votes -
Footer/Header - Ability to add signature fields, text fields.
The ability to add fields on footer such as text field or signature fields.
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: -
Ability to pass billing frequency fields into the pricing table from Pipedrive line items.
Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.
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!
Import product information into PandaDoc quote builder -
Send an SMS reminder notification
send an SMS reminder notification
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!
Auto reminders -
Ability to edit the form prompt text "Enter your contact information to start the signing process."
Ability to edit the form text "Enter your contact information to start the signing process."
3 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
48 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!
Work with Product Catalog Items -
sent document - change document name without editing it
sent document - change document name without editing it
9 votes -
Send Slack notifications to CC'd recipients when a document is sent.
Send Slack notifications to CC'd recipients when a document is sent.
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!
Slack integration -
Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
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 video below!
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Folder Transfer
If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.
1 voteHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Our Rooms feature allows you to share more than 10 documents with your recipients. For more information, please click the link below!
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Approval workflow in order
Customer would like to set an approver workflow in order
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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Sync field's values to HubSpot
The customer desires the capability to synchronize the field values from a completed document to HubSpot.
1 voteWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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