3784 results found
-
CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
23 votes -
22 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below! -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
22 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
22 votes -
Push Additional Information into Stripe with Payment
Be able to pass other contact information from the document into Stripe, such as recipient name and address.
22 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!
-
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
-
In-person signing without email
In-person signing without email - for the senior care facilities where those signing do not have an email address
22 votesHi there 👋
I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.
If you have any questions, please feel free to reach out.
Igor | Product Team
-
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
22 votes -
ability to add adobe fonts
ability to add adobe fonts
22 votes -
in-person signing for forms
in-person signing for forms
22 votes -
Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
Show price before and after discount (tax, fee)
Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.
22 votes -
Create and edit via API
Create and edit via API
22 votes -
22 votes
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!
-
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
22 votes -
Get the reason for a declined document via API
When someone "Decline" document with reason filled - how can i get this reason from API
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:
- Core actions like sending, viewing, signing, editing
- Advanced events such as payment status, KBA and QES attempts
- Metadata: timestamps, IP addresses, user identity
- Decline reasons and the user who declined
For more information, please click the link below!
-
Turn on signing order as a default setting for the account.
A way to set a default signing order for the entire account that is applied to all documents sent from that account.
22 votes -
Automatically put the value from one pricing table in another pricing table
Automatically put the value from one pricing table in another pricing table
22 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!
-
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
22 votes
