14 results found
-
[Integration] Add images to Quote Builder from CRM
Allow automatically inserting images to the quote builder from a CRM or other integration.
1 voteGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!
-
1 vote
-
Use custom variables/fields in forms
Availability to use custom variables for the forms (at the moment only role variables can be used)
62 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com. -
Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
6 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
15 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
-
saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
18 votes -
The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 votes -
Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
136 votesHi there!
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
-
Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
62 votesHi there! Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
-
34 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
-
Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one.Here's where you can learn more about it - Rooms.
-
[Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete
Ability multiselect fields with bulk actions
NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)291 votesMulti-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
-
Redirect recipient to a custom URL upon completion
Ability to redirect a recipient to a custom URL when they complete a document.
444 votesHey there! Great news – the redirect after completion feature is now available for early access 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.
If you're interested in enabling it for your use, feel free to message me back.
Igor, Product team
-
Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
423 votesHi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
- Don't see your idea?