3784 results found
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Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
41 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!
https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2
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Conditional Approvals for EV2
Conditional Approvals feature Parity for EV2
41 votesConditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
41 votes -
Disable inline commenting (add a comment button) option
Disable add a comment button in documents
41 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!
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SSO: SCIM 2.0
SSO SCIM 2.0
40 votes -
Disable expiration time / ability to set no expiration on document [Workaround in comments]
disable expiration time
40 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!
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Generate signature certificate even if the document is not completed by all recipients
Generate signature certificate even if the document is not completed by all recipients
40 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?40 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! You'll want to navigate to 'System variables'.Â
https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables#h_01F330CETVY712HSS7ZTXJX0XV
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40 votes
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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
40 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!
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Netsuite
Integration with NetSuite
40 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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Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field
Pop-ups when client is hovering over some parts of the document.
40 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
Change reminders via API
One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…
39 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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Restrict the ability to invite guest licenses (collaborators) to the admin role only.
Restrict the ability to invite guest licenses (collaborators) to the admin role only.
39 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!
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Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
39 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!
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QES Compliant
Make PandaDoc QES compliant
39 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 has been released. Please see this link for more information: Qualified Electronic Signature.
Have a wonderful day!
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Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
38 votes -
[Quote Builder]: Insert page breaks in Quote
To better manage item distribution in Quote Builder during PDF rendering.
38 votesLindsey Schocke responded
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Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
38 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!
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ability (button) to download a PDF of a Form
ability (button) to download a PDF of a Form
38 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!
