3784 results found
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Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
5 votes -
Two way sync with Pipedrive
Option for Pipedrive 2 way sync
46 votes🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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5 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!
Update, add, and remove line items in HubSpot whenever a document status changed
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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can add products with negative price to Quote Builder.
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Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
7 votes -
Recipient Groups for API
The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
10 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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Including Bundle Item Prices in Quote Builder Subtotal
The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.
2 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!
Quote builder block. Working with product bundles
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Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 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 Video Recorder in Pandadoc
A way to record a video within the PandaDoc platform and make it available to the customer including the offer.
3 votes -
Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
12 votesHi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
2 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!
Redirect recipients after document completion -
Recipient can resize a field
If the text input is long, the recipient should be able to resize the field based on the input
3 votes -
Add endpoint to share templates via API
Add endpoint to share templates via API
3 votes -
Template Thumbnails (embedding)
Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)4 votes -
Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold8 votes -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
2 votes -
[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
5 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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Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
8 votes -
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.
1 voteHi. 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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Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes
