3784 results found

1. Download attachments via API
   7 votes

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   Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

2. saving documents in google drive from PandaDoc

   To have the ability to save documents in google drive from PandaDoc

   18 votes

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   3 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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! 

   Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box

3. Pull info from Salesforce into PandaDoc fields
   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Passing information from Salesforce into PandaDoc (via fields)

4. Signed(green)/Not Signed(red) orbs

   When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

   1 vote

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   Released  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

5. QQ Email Support

   Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

   3 votes

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →

6. Use API to integate Pipedrive with PandaDoc

   To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

   2 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →

7. Dynamic variables

   They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

   17 votes

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   2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

8. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

   Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

   203 votes

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   18 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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 auto-update HubSpot deal products has been released! Please see this link for more information.

9. Merge vertical cells in Pricing table

   The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

   63 votes

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   6 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

10. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    20 votes

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    3 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

11. split the pricing table cost into 2 document values

    split the pricing table cost into 2 document values

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!

12. [Bulk send] Easier way to bulk send (without CSV)

    An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →

13. Salesforce true 2 way sync

    When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    140 votes

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    27 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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 CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

    Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

    Hi,

    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… more

14. Attachments in Content Library

    Ability to save and retrieve attachments from Content Library.

    13 votes

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →

15. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

16. Ability to add optional items as in pricing table to the simple table

    Ability to add optional items as in pricing table to the simple table

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. 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!

17. Multiple recipients to one signing order (groups in signing order).

    Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey 👋

    Excited to share that non-sequential completion in the signing order has reached general availability and is now accessible to all users.

    Please find more information in our help center.

    We would appreciate any feedback.

    Best regards,

    Igor Stefaniuk

    Principal Product Manager @ PandaDoc

18. Convert EV1 Documents to EV2
    1 vote

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Please reach out to Support to help you with the migration

19. Prorated invoice option (automatic)

    Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →

20. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc