3784 results found
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History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votesLindsey Schocke responded
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1 vote
Hi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 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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Hibob HR Software
Hibob HR Software integration
7 votes -
[Quote Builder]: Insert page breaks in Quote
To better manage item distribution in Quote Builder during PDF rendering.
38 votes -
Unpaid and Paid Invoices Report
Pandadoc should have an option for creating reports for PAID and UNPAID invoices.
As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.
Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…
4 votes -
Ability to copy Pricing table from a completed document.
Ability to copy Pricing table from a completed document.
How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.
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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Add more options to "Change Deal stage in Pipedrive when PandaDoc document status changed"
I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.
6 votes -
4 votes
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Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
5 votes -
[Quote Builder]: Add an Inline comment for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 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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Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 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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Draw block on documents and templates
A block which allows to draw in it; a function to draw images in the templates/documents.
5 votes -
The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
4 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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Option to remove the tiered note/bundle descripton on the Qoute builder
Option to remove the bundle descripton on the Qoute builder
allow the user to remove the tierednote/pricing descripton once volume pricing is chosen
1 voteAdmins/Managers can hide the upselling label for volume-based products in Quote by going to Design tab -> Volume-based pricing -> Disable "Show label" toggle.
I hope this is helpful!
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Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
7 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!
