395 results found

1. The ability to have the filter option Created by me on the documents tab
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2. Place images and text side by side EV2

   The ability to place images and text side by side in EV2 without putting it in a table

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3. Uploaded PDF to retain hyperlinks

   Have links present within the PDF before upload remain within the PandaDoc

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4. Track if docs have been downloaded.

   check mark/color change : if a doc has been downloaded??

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   Released  ·  Valeria Pochapskaya responded

   Information about the downloading of a document can be found in the recipient’s analytics

5. Create placeholder for the checkbox via API for Editor 2.0
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   Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   Merge field is a new configuration in the field settings to set an API name for a checkbox field.

6. More fields in template embedding to gather information from clients

   More fields in template embedding to gather information from clients

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Released  ·  Valeria Pochapskaya responded

   The feature is available in Forms in Editor 2.0

7. Signed(green)/Not Signed(red) orbs

   When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

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8. Convert EV1 Documents to EV2
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   Released  ·  Valeria Pochapskaya responded

   Please reach out to Support to help you with the migration

9. Webhook History Enhancements

   "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

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   Released  ·  AdminMaria Fomenko (Admin, PandaDoc) responded

   it's already in place via Developer dashboard: you might select the pre-defined time range 

10. Profile API Endpoint

    Endpoint to return profile for access token.

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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    https://developers.pandadoc.com/changelog/ownership-management

11. Ability to send documents on behalf of other users via API key
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    https://developers.pandadoc.com/changelog/ownership-management

12. ev2- Salesmate integration

    ev2- Salesmate integration

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    Released  ·  Valeria Pochapskaya responded

    Salesmate integration is released: https://support.pandadoc.com/hc/en-us/articles/1500003562561-Salesmate

13. Zapier Feature Parity for Editor 2.0

    Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

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14. Send comments in bulk

    Send comments in bulk

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15. validate email addresses via API
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.