495 results found
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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
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!
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Pull currency from Hubspot
Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly
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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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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update products in SF based on the recipient's.
update products in SF based on the recipient's.
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!
Update Opportunity Products when PandaDoc pricing table or quote builder is updated
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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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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!
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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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Signee's store their signature jpg on the paying users account
We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.
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 allowing to set a default uploaded signature is available within the system.
Have a wonderful day!
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Automatic PDFs of a Signed Document
when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.
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 in the system, please see more about this here: https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-PDF-of-a-completed-document
Have a wonderful day!
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1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
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1 vote
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Chrome Extension - List Document Numbers
List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.
1 vote
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