3784 results found
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API endpoint to send out documents via email
It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.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!
How to Send a Document via API
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Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
3 votesValeryia Baranava responded
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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 -
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 allowing to share your templates between workspaces is available within the system. Please see this link for more information:
Have a wonderful day!
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Multiple Custom Fonts
Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.
27 votes -
Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
15 votes -
7 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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Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Generate docs with pricing tables products from custom entities in MS Dynamics
Be able to generate docs with pricing tables from custom entities in MS Dynamics
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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change custom variable format
change custom variable format
9 votes -
The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.
At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
1 vote
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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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Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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allow recipients to choose a payment method
allow recipients to choose a payment method
11 votes -
background image work for pages with PDF page break
We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.
Basically, we want it to operate like an image on a Word document.3 votes -
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!
