395 results found
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20 votes
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Merge cells in a table
Merge cells in a table.
154 votes -
Send comments in bulk
Send comments in bulk
1 vote -
8 votes
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34 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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5 votes
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 voteswith new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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Volume-based Pricing (formerly Tiered pricing)
Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.
111 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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
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Conditional content
If then logic around content from the content library and the pricing table
302 votesEliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
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Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
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Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
25 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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Mapping of product from Salesforce into different pricing tables
Salesforce mapping of products into different pricing tables
15 votes -
10 votes
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Salesforce CPQ
Integration similar to Salesforce but for Salesforce CPQ
50 votesHi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
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6 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box.
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BulkSend in Editor 2.0 Ev2
BulkSend in Editor 2.0
3 votes -
Inline Commenting
ability to delegate tasks and collab on specific pieces of text or blocks within a document
10 votes -
Zendesk Sell Integration for EV2
Zendesk Sell Integration for EV2
24 votes[Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell
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86 votes
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