3784 results found
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Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 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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Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
4 votes -
Salesforce: Upgrade API version for APEX Classes
We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.
1 voteHi,
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!
[Hyperlink]
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Background Images Docx Import/Export
Support background image when importing/exporting docx files.
3 votes -
attachments
When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.
1 voteHi,
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
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Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
5 votes -
EU data residency with Pipedrive
Allow an integration with Pipedrive if the data is stored on EU servers
4 votes -
ZUGFeRD/XRechnung
Ability to generate invoices in the ZUGFeRD or XRechnung format.
4 votes -
Rooms: option to arrange folders
Option to arrange folders in Rooms
9 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!
Rooms in PandaDoc: organize and collaborate in one secure space
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Duplicate document via API
Duplicate document via API :
POST /public/v1/documents/duplicate/{id}
Response could be the same as the Create Document from Template
2 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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Lock Smart Content fields positioning in a document
If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.
4 votes -
Add Smart Content in a table
The ability to add Smart Content inside a table.
5 votes -
Sync Role changes with SSO IDP changes
So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.
It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.
2 votes -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 voteHi,
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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Upload to Sharepoint automation for non-templated document
At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.
The feature request is to be able to set up the automation for documents which are not created from templates.
4 votes -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
4 votes -
Add category column to the pricing table
Add a category column to the pricing table
2 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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EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 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!
