3784 results found
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Downloading attachments along with the document they are attached to
Download attachments with PDF
227 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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22 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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[Bulk action] Select and edit / update several templates at once
Bulk edit templates
32 votes -
7 votes
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Webhook History Enhancements
"When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"
1 voteit's already in place via Developer dashboard: you might select the pre-defined time range
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[HubSpot] Import from CRM: add new products to the pricing table after document creation
The ability to pull up the product information from Hubspot on the document via Import from CRM option.
32 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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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
4 votes -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
Default custom theme for Ev2
Default theme for Ev2 in Settings.
6 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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16 votes
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Optional section in pricing table
Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])
28 votesGreetings! 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 with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
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HubSpot: Token Information to Populate in Fields and Editable by Signers
Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.
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!
Passing information from HubSpot into PandaDoc (via fields)
Update Deal properties in HubSpot when PandaDoc document status changed
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Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
10 votes -
Customize Padding for Several Blocks at Once
Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.
11 votes -
[Home] Select period more than 1 year in Home
Would like to be able to have an option in the Dashboard to see further than 1 year.
43 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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Alerts to Sender when Document is not Viewed/Signed
Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.
33 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recipient Draw option / Drawing field
The option to draw in PandaDoc from the recipient's side.
15 votes -
upload document on version 2 within SalesForce
upload document on version 2 within SalesForce
<they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >
1 vote -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
68 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Software (offline) version of PandaDoc
Can i download a software from pandadoc instead of doing everything on the website?
(offline signing)
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
