510 results found

1. 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.

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box

2. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

   Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

   Detailed Description:

   Trigger Event:

   When a PandaDoc document, created using a designated template, reaches a "completed" status.
   Action in HubSpot:

   Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
   Workflow Activation:

   The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending follow-up emails, updating deal stages, notifying team members, or other custom processes.
   Benefits:

   Streamlined Processes: Eliminates the need for manual updates between PandaDoc and HubSpot, saving time and reducing errors.
   Enhanced Automation: Enables more sophisticated and responsive workflows in HubSpot based on real-time document status.
   Improved Tracking: Provides clear visibility into the status of documents directly within HubSpot, facilitating better decision-making and customer management.
   Use Case Example:

   A sales team sends a proposal using a specific PandaDoc template. Once the client signs and completes the document, the integration updates the "Proposal Status" dropdown in HubSpot to "Completed." This change triggers a workflow that moves the deal to the next stage, sends a thank-you email to the client, and notifies the account manager to initiate the onboarding process.

   Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

   Detailed Description:

   Trigger Event:

   When a PandaDoc document, created using a designated template, reaches a "completed" status.
   Action in HubSpot:

   Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
   Workflow Activation:

   The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending… more

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   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 Deal properties in HubSpot when PandaDoc document status changed

3. Change Opportunity status in MS Dynamics
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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Change Microsoft Dynamics opportunity stage whenever a document’s status is updated

4. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

   Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!
   Import product information into PandaDoc quote builder

5. Link document from PandaDoc to Salesforce: search opportunity by ID

   Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
   Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the screenshot below!

   
   

6. Option to turn off Download as .docx

   Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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! 

   Download documents as docx

7. Accurately retain complex numbered lists and bullet formatting from MS Word documents.

   Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

   Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

   "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
   "Please can panda docs improve 'the Only simple number lists (with numbers, letters, without text between clauses) are supported'"
   "Currently, there is high probability that formatting is drastically changed after download."
   "The customer would like to have all the format passed to PandaDoc, including bulleted lists indents."
   "Impossible to import legal documents with anything more than a simple number format from word. Just spent a number of hours restructuring an 19-page document to include 1, 1.1, a, i, format."
   "Considering other options. Exporting documents from pdf to word cause a lot of problems for us."

   Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

   Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

   "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
   "Please can panda docs improve 'the Only simple number lists (with numbers,… more

   193 votes

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   3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!
   Working with numbered lists

8. Audit log for accounts showing user activity in the workspace

   Admin access to audit logs for accounts showing user activity in the workspace

   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!
   Audit log

9. Make one payment gateway default over another

   Make one payment gateway default over another

   2 votes

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   0 comments  ·  Payments  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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! 

   Checkout payments

10. Hi! I would like to update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"
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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Export PandaDoc field values to Salesforce

    
    

11. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!
    Slack integration

12. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!
    Auto reminders

13. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    How to add a hyperlink

14. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Our Rooms feature allows you to share more than 10 documents with your recipients. For more information, please click the link below!

    Rooms

15. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Contract repository

16. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminVasil (Remeniuk, PandaDoc) responded

    We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:

    https://www.pandadoc.com/blog/hubspot-2-way-sync/

17. Ability to edit the form prompt text "Enter your contact information to start the signing process."

    Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!
    Smart Forms

18. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Export PandaDoc field values to Salesforce

19. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 video below!

    Change pricing table currency

20. When recipient sign automatically send another document for that recipient for signatures.
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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Sending another document when PandaDoc document status changes