395 results found
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Set up different colors and design for pricing table section headers
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
14 votes -
6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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Specify days and time of auto-reminders
customize the auto-reminder Time and Days
42 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
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Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
Edit document value without pricing table
Edit document value without pricing table
1 voteIt is possible to set up a custom document value, please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360038367394--Editor-2-0-Document-value
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Being able to have a template in landscape mode instead of Portrait
I would like to be able to see the proposal details (table) and some picture on the right side of the document.
3 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 set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO
We are grateful for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Indian date format
Hi,
Please change the date format as Indian format
1 voteThere is a DD/MM/YYYY date format available: https://support.pandadoc.com/hc/en-us/articles/360058222713--Editor-2-0-Date-field-format-and-options
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Automatic update of currency depending on the currency of catalog item.
Automatic update of currency depending on the currency of catalog item.
6 votesThe feature is available with Quote Builder.
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Mandatory fields
make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.
Have a great day!
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1 vote
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get the Document completion date via Public API
get the Document completion date via Public API
1 vote -
Store Signature Image (jpg) for PandaDoc Account Owner
I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.
Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.
1 voteThis option is available in Settings > Personal info > Signature > Upload. After you upload your pre-defined signature, you can simply click on the signature field when signing a document and select “My Signature”. Please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360007914493-Profile-settings-and-notifications#3
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Signature classes or pattern recognition.
I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.
1 voteHi there!
This functionality is available in PandaDoc templates with the help of template roles: https://support.pandadoc.com/hc/en-us/articles/360035231013--Editor-2-0-Template-Roles
Please note that this feature is available on paid plans only. You may reach out to our Support Team for more information. -
Ability to set preferred date layout
It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.
1 voteHi there!
This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
Hope this helps! For more information please reach out to our Support Team :) -
PDF Inserting into Proposal
would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG
1 voteHi there!
It is possible to upload a PDF or other file to the body of the document, for this you would need to click on the “+ Add content” at the bottom of the page > Upload file > Select file.
For more information, please reach out to our Support team or visit our Help Center: https://support.pandadoc.com/hc/en-us/articles/360041128633--Editor-2-0-Create-a-document- -
workspace invite link for paid plans
workspace invite link for paid plans
1 vote -
7 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
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1 vote
Hi there!
There is a forgot password button under the password field on the login page: https://app.pandadoc.com/login/
In case you cannot log in, please reach out to our Support Team. -
4 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to adjust all pricing table cells font via Design option: https://share.getcloudapp.com/04uWmB0l
Have a wonderful day!
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