17 results found
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265 votes
Hi everyone, 2FA is going to be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
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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.
223 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com or your Customer Success Manager. -
1 vote
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
5 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Datacenter / storage in EU
EU datacenter.
52 votesHi,
Good news: we have already implemented this functionality, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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[Bulk actions] Ability multiselect for blocks and fields (to copy-paste, assign, delete, etc.)
Ability multiselect for blocks and fields with bulk actions
270 votesHi,
Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.
Learn more about this functionality here.
Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!
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102 votes
Exciting news! 🚀 Next week, we'll be opening early access to our latest feature – the ability to send documents via text (SMS). You'll have the flexibility to configure the delivery method, choosing between email or text (SMS) for each recipient in the document. The best part? It's free for all business and enterprise plan users.
If you're interested in joining the early access, please message me back.
Cheers,
Igor, Product Team
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3 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
16 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
12 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
6 votes -
The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
23 votes -
16 votes
Hello everyone
Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Ability to Set variable/token type to currency
When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.
13 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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3 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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2 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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