495 results found
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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. -
Ability to set preferred date layout
It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.
1 voteHi there!
This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
Hope this helps! For more information please reach out to our Support Team :) -
PDF Inserting into Proposal
would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG
1 voteHi there!
It is possible to upload a PDF or other file to the body of the document, for this you would need to click on the “+ Add content” at the bottom of the page > Upload file > Select file.
For more information, please reach out to our Support team or visit our Help Center: https://support.pandadoc.com/hc/en-us/articles/360041128633--Editor-2-0-Create-a-document- -
workspace invite link for paid plans
workspace invite link for paid plans
1 vote -
1 vote
Hi there!
There is a forgot password button under the password field on the login page: https://app.pandadoc.com/login/
In case you cannot log in, please reach out to our Support Team. -
Integrations: Support custom product fields in Pipedrive
Integrations: Support custom product fields in Pipedrive
1 vote -
different colors for signer's icons
different colors for signer's icons
1 vote -
Save PandaDocs as word
Save PandaDocs as word
1 vote -
option to cancel or void viewed doc
option to cancel or void viewed doc
1 vote -
1 vote
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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
1 vote
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