485 results found
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1 vote
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1 vote
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Recording External Payments
We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.
Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.
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!
Payments -
Ability to select multiple items from catalog
Have checkbox option when selecting catalog items so that you can add more than one item at one time.
1 voteIt is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.
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API fee columns
Ability to use a few fee columns in the pricing table while creatind doc via API
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!
Inbox -
The ability to remove the option. "sign in your chosen font". I need people to actually sign or upload a signature. pretty font is not lega
The ability to remove the option. "sign in your chosen font".
I need people to actually sign or upload a signature. A pretty font is not legal for our business.
1 voteWe have this option in Settings: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
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receive contact ID via API
We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.
1 vote -
filter documents by status
filter documents by status, so that you could see only the chosen status
1 voteThis feature is available in the Documents tab.
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Ability to add a variable in a hyperlink
Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.
1 vote -
Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ
Hi there, PandaDoc Team!
Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.
Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.
It looks like this used to be possible:
https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43
But now, once you select a source, Template is required:
https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19
Thanks, and…
1 vote -
PD and SF sync
sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.
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
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Edit document value without pricing table
Edit document value without pricing table
1 voteIt is possible to set up a custom document value, please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360038367394--Editor-2-0-Document-value
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Indian date format
Hi,
Please change the date format as Indian format
1 voteThere is a DD/MM/YYYY date format available: https://support.pandadoc.com/hc/en-us/articles/360058222713--Editor-2-0-Date-field-format-and-options
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Mandatory fields
make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.
Have a great day!
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1 vote
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get the Document completion date via Public API
get the Document completion date via Public API
1 vote -
Store Signature Image (jpg) for PandaDoc Account Owner
I need to use a signature jpg for signing documents and find it very inconvenient (and time-wasting) having to navigate my local drive to locate the signature image every time I need to execute an agreement. We don't like using the generic font signature as it looks unprofessional.
Why not include an option to store one signature image for every paying account holder that can be selected during the signing workflow? This would save a lot of time and frustration and the final executed agreements would look far more professional if more people leveraged this option.
1 voteThis option is available in Settings > Personal info > Signature > Upload. After you upload your pre-defined signature, you can simply click on the signature field when signing a document and select “My Signature”. Please refer to this article for more information: https://support.pandadoc.com/hc/en-us/articles/360007914493-Profile-settings-and-notifications#3
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Signature classes or pattern recognition.
I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.
1 voteHi there!
This functionality is available in PandaDoc templates with the help of template roles: https://support.pandadoc.com/hc/en-us/articles/360035231013--Editor-2-0-Template-Roles
Please note that this feature is available on paid plans only. You may reach out to our Support Team for more information.
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