394 results found
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Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder
Ability to change prices on product window without click the 3 dots option in the right side of quote builder
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Integrate with Freshsales
Would be nice to have freshsales integration
1 voteHello,
Thank you for submitting this request! We do have an integration with Freshsales. More information can be found here: https://support.pandadoc.com/hc/en-us/articles/360034764954-Freshsales.
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Update the description when HubSpot deal is changed
Update the description when HubSpot deal is changed
For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated
1 voteHi,
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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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Display item cost in a quote (Advanced Quotes)
Display cost in a quote
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.
The client wants to receive notifications some sort when there's a maintenance, bugs and outages.
1 votePandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages.
You can find it here: https://status.pandadoc.com
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1 vote
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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
1 voteHello,
Thank you for your feature request submitted to PandaDoc. 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/360002979034-Additional-Settings#7
You'll navigate to the section of the article called 'Disable/enable promotional window upon document completion'.
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1 vote
Hi,
Thank you for taking the time to leave your request. Great news!
We have released this feature!
Here is the documentation for the new endpoint
Looking forward to hearing your thoughts on this new addition to our API.
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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
1 voteHi,
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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Get credit card details from recipients without charging any amount and the card details should be automatically saved.
Get credit card details from recipients without charging any amount and the card details should be automatically saved.
1 vote -
1 vote
Hello! 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 refer to the GIF below. Have a great day.
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Populate the client engagement info from HubSpot
we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.
1 voteHi,
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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Require drawn signature for signers
Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.
1 voteHi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details:
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1 vote
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 about Quote Builder, please click the link below!
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invite new users to the account in bulk
invite new users to the account in bulk
1 vote -
Allow signatures and dates to be optional
There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to make Signatures and Dates optional is available within the system. To achieve this, you can make the fields non-required for your recipients. Here's the ink for more information: https://support.pandadoc.com/hc/en-us/articles/360040595714-Fields
Have a wonderful day!
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Advanced Reporting Access for Specific Users
Would be better if advanced reporting feature can only be accessed by certain users/managers
1 voteHi 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/4415782817687-Reporting
Have a wonderful day!
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Option for View list feature
- Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
1 voteHi there! Thank you for your feature request submitted to PandaDoc!
We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.
Have a wonderful day!
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The ability to create and use company variables in a Hubspot deal.
Right now, company variables only show in company contacts and not deals.
1 voteHi,
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!
Use HubSpot custom properties as variables | FAQ
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