394 results found
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Password-Protection Editor 2
I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?
54 votes -
Hyperlink image ev2
hyper link image ev2
27 votes -
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 votes -
Customisation on Table of Contents
There should be an option to add a customisation to the Table of Contents on EV2.
67 votes -
310 votes
Released to general availability
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Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces
23 votes -
Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
103 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 with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
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4 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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Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
362 votesDocument Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
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Spanish localization
Localization PandaDoc in Spanish.
4 votes -
Required fields
Make all fields required when placing them in a document
3 votes -
Netsuite
Integration with NetSuite
40 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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3 votes
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Split or staggered payment collection
(between two payment systems as well)
70 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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Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
159 votesContract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
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13 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 disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
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Share Folders between Workspaces
Ability to share whole folder to another workspace
25 votesHello 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 folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.
Get the discount column in a pricing table to be shown in "%" and not in the actual amount.
145 votes -
Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
169 votesHi 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 your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
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