364 results found
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2 votes
Hi 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/7603607222295-Home
Have a wonderful day!
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The decimals in unit prices in the volume-based pricing method with a comma: ","
The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)
2 votesGreetings! 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. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!
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2 votes
Hi 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/360025161734-Signing-order
Have a wonderful day!
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Required selection of checkbox out of a group of checkboxes
One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.
2 votes -
Option to cross out selected text in a document.
Selecting the text and then cross it out
2 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:
https://www.loom.com/share/e8cb9e140cd34277aacb7755821c2e17
Have a wonderful day!
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to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
2 votesHi there! Thank you for your feature request submitted to PandaDoc!
Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms
Have a wonderful day!
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Creation of multiple documents via uploading files at once within PandaDoc app.
Creation of multiple documents via uploading files at once within PandaDoc app.
2 votesThank you for the feedback!
Bulk import allows you to upload multiple files at once. This helps simplify document creation and allows you to store your previously completed documents in PandaDoc. All files will be uploaded as separate documents to the selected folder in either Draft or Completed status.
You can read more about it here:
https://support.pandadoc.com/hc/en-us/articles/9903483153175-Bulk-import-documents-to-PandaDoc
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2 votes
Hi 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 share your templates between workspaces is available within the system. Please see this link for more information:
Have a wonderful day!
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Proposal Consultancy & Design Services
1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
2) Proposal & Template Design Services.2 votesHi there,
Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.
If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.
We’d love to work with you to optimize PandaDoc based on your specific business needs.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Team
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Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
2 votesHello there,
Thank you for submitting a feature request to PandaDoc!
The option to void or cancel a document is available within PandaDoc. Please refer to this article for more details: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
Have a wonderful day!
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Import Google contacts
live sync with Google contacts
2 votes -
Ability to set the default font on the account level.
Ability to set the default font on the account level.
2 votesHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:
https://share.getcloudapp.com/llu6qNKe
Many thanks for your time! Have a wonderful day!
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Handwritten signature instead of the regular one offered.
Recipient should be able to create a handwritten signature instead of the regular one offered.
2 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to apply the handwritten signature only is already available within the system. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
Many thanks for your time! Have a wonderful day!
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Integration with HR systems
Have HR systems integration, preferable Bambu HR
2 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
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Redlining - allow recipients to accept suggestions
Ability for other roles to accept the redlining suggestions
2 votes -
Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers
Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.
However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…
2 votesHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv
Many thanks for your time! Have a wonderful day!
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Error in UF currency format
the UF currency must have two decimal places. Please correct as soon as possible
2 votesGreetings! 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 click the link below. Have a marvelous day!
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Manage Signing Order UX Improvement
This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.
A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"
2 votes -
swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votesHi there,
I'm happy to inform you that you can now change signers even in a sent document while keeping their place in the signing order.
Best,
Igor from PandaDoc
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ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes
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