536 results found

1. Templates are updated once the Content library item is updated as well

   Content Library Updates also Update Templates

   169 votes

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   27 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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 auto-update your Templates has been released. Please see this link for more information.

   For more insights about Conditional Smart Content for Senders, refer to this article.

   Thank you for sharing your feedback, stay tuned for other updates!

2. Reorder pages

   A simple way to move and reorder pages in a document.

   161 votes

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   Released  ·  2 comments  ·  Delete…  ·  Admin →

3. Native PandaDoc Redlining

   Ability to redline a document without leaving pandadoc.

   159 votes

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   11 comments  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation

4. Merge cells in a table

   Merge cells in a table.

   154 votes

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   Released  ·  4 comments  ·  Delete…  ·  Admin →

5. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

   Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

   145 votes

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   Released  ·  10 comments  ·  Delete…  ·  Admin →

6. Salesforce true 2 way sync

   When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

   140 votes

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   27 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,

   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   
   

   • Update Salesforce opportunity status whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

   
   

   Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

   Hi,

   We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:

   
   

   • Update Salesforce opportunity status whenever a document’s status is updated
   • Update Opportunity Products when PandaDoc pricing table or quote builder is updated
   • Update a document with field values from Salesforce after the document has been created
   • Control Update Opportunity Products trigger by status
   • Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
   • Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
   • Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
   • improved the Import from… more

7. Payment reminders

   Possibility to send a payment reminder to the recipients in Editor 2.0

   136 votes

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   10 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Payment reminders 

8. [Bulk actions] Upload multiple documents at the same time

   CX would like to upload multiple documents/templates at the same in, upon creation of document/template

   128 votes

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   13 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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 has been released. Please see this link for more information: Bulk import documents to PandaDoc.

   Have a wonderful day!

9. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

   The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

   123 votes

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   23 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

   For more information, please click the link below!

   Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

10. [Fields] change the formatting for fields

    Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R

    
    

    Have a wonderful day!

11. Sync payment app total with the total in pricing table (EV2)

    Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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    6 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Pricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z

12. Images in pricing table in Ev2

    Insert images in pricing table in Editor 2.0.

    121 votes

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    3 comments  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    The feature is released: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-2-0-Add-and-set-your-pricing-table#h_01F33VKMVH2XQEQMS7BSJVJBBS

13. Volume-based Pricing (formerly Tiered pricing)

    Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    111 votes

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    13 comments  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.

    
    

    Have a wonderful day!

14. Save Field Data when resending/editing

    Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

15. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    109 votes

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    6 comments  ·  Approvals  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Approving on behalf of other approvers

16. Edit a sent document and save without resending

    Availability to edit a document after it was sent out and save the changes.

    107 votes

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    6 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

17. SMS Notifications: Send link by SMS text built into software
    106 votes

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    21 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
    Send via Text (SMS)

18. Auto-update templates/CLIs if the item is updated in Catalog

    Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

19. Disable Download/Print PDF option for recipient

    Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    101 votes

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    Released  ·  16 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →

20. Recover deleted documents

    Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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    Released  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →