360 results found
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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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Ability to send multiple documents in one go
Ability to send multiple documents in one go directly from the contact added in the application
3 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4414841820439-Document-bundling
Have a wonderful day!
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Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.
The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.
3 votesYou can connect a different HubSpot account to each workspace on your account.
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3 votes
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Catalog - Packs items
May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is already available in the system. For more information, please click the link below. Have a marvelous day!
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Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
Ability to name Image Block
I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.
3 votes -
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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pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Excel as an attachment
Ability to upload excel file to a document
3 votes -
Sections in Ev2 pricing table via API
Multiple sections in pricing tables Ev2 (API).
3 votes -
3 votes
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Duplicate Fields with Assigned Role
When duplicating a field have the role assigned copy over when multiple roles are in a template/document.
3 votesReleased for Editor 2.0
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Retrigger webhook
The option to re-trigger webhooks.
3 votes -
Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votes -
3 votes
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3 votes
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Upload a signed PDF instead of the original document at the point the status is changed manually
Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?
When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
We are grateful for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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[Doc2doc] Transfer pricing table
Doc 2 Doc Enhancements
- transfer pricing tables3 votes
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