3784 results found
-
Duplicate pricing table rows
The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.
24 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Recipient view in Hebrew
Recipiet view in Hebrew
24 votes -
Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
-
Zendesk Sell Integration for EV2
Zendesk Sell Integration for EV2
24 votes[Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell
-
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
23 votesLindsey Schocke responded
-
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
23 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
23 votesValeryia Baranava responded
-
Access and complete the form without entering any information or email address
I sometimes have contacts that don't have email addresses, I can't seem to enter a contact without one? I need to complete the form and then PDF it and send it by post. Is this doable please?
23 votes -
Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Get audit trail details via api (Recipient Status via API)
ability to get audit trail details via api including recipient status
23 votesHi,
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 Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
23 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
Lock content blocks in place: lock 🔐 position without locking restrict editing
Ability to lock 🔐 block position without locking restrict editing
23 votesThe ability to lock content blocks without restricting editing is still needed. Reopening feature request.
-
Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
23 votes -
Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
23 votes -
Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
23 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
23 votes -
Link to CRM: Include and pull products / pricing table line items from CRM
Include products/pricing table in link-to-CRM / Import from CRM button
23 votesHi 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 Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information:
-
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
23 votes -
Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces
23 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
23 votes
