394 results found
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Sync payment app total with the total in pricing table (EV2)
Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,
122 votesPricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
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83 votes
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Complete Italian localization
The "Hurray! Document completed" message should be in Italian
3 votes -
Ability to add a border for the textblocks in EV2
Ability to add a border for the textblocks in EV2
12 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to add borders for Text blocks is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360021554873--Editor-2-0-Document-designHave a wonderful day!
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16 votes
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Individual variables for each pricing table total
system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table
48 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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Images in pricing table in Ev2
Insert images in pricing table in Editor 2.0.
121 votes -
Transfer Documents Ownership to Another User
Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.
Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.
53 votes -
Change formatting for usual tables and/or pricing tables separately (EV2)
Introduce individual tables/pricing tables design options.
11 votes -
Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
81 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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Grand Total Token for Editor 2.0
Would like grand total token to be at full feature parity from Editor 1 to Editor 2.
2 votes -
Zapier Feature Parity for Editor 2.0
Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.
1 vote -
Disable Download/Print PDF option for recipient
Make unavailable the ability to download the pdf version of incomplete document for the recipient.
101 votes -
6 votes
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add image to table columns
add image to table columns
43 votes -
Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
33 votes -
Pricing Table - extend Design options
format column color,
change font size for Total
Format color of the Pricing table footer190 votes -
Document Expiration Date token
A predefined token for "Document Expiration Date
18 votes -
Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.
56 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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