3784 results found
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Conditional fields for several recipients
Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.
17 votesLindsey Schocke responded
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Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 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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ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
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!
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[Pricing table]: show line item fee total in the total
Option to show line item fee total (similarly to line item tax total) in the total of the pricing table
5 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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1 vote
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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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Apply pricing table number of decimals to calculations also
At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.
5 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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Ability to have an auto fill signature button.
Ability to have an auto fill signature button.
2 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
11 votes -
13 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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Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
4 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
4 votes -
add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
7 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
10 votes -
Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
6 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
7 votes -
Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
15 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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Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
5 votes -
7 votes
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Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
18 votes
