337 results found
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Presentation mode
Presentation mode.
Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.63 votes -
Share templates and Content Library items in Editor 2.0
Share templates and Content Library items in Editor 2.0 by a user
58 votes -
Recurring monthly payments in Pricing table: set recurring payments in payment gateways
Implement recurring type of payments in a pricing table
58 votes -
Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.
56 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.
Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.
54 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!
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Password-Protection Editor 2
I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?
54 votes -
53 votes
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Transfer Documents Ownership to Another User
Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.
Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.
53 votes -
Use tab to jump to the next field to fill and assign field
Use tab to jump to the next field to fill and assign field
50 votes -
Salesforce CPQ
Integration similar to Salesforce but for Salesforce CPQ
50 votesHi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
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Individual variables for each pricing table total
system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table
48 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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[Bulk actions] mass select and move/delete/update all or selected fields
mass select and move/delete fields ev2
46 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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Thumbnail/Preview for pages
Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.
Is it possible to give some sort of thumbnail or preview of the page on the left side?
43 votesThe feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
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Tiered numbering option for Editor 2.0
The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)
43 votes -
[Fields] change Date Field format
Change the Date format for all Date fields in one click and save the settings for new docs.
Examples:
- yy/mm/dd43 votes -
add image to table columns
add image to table columns
43 votes -
Bundles API
API support for document bundles
42 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!
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42 votes
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Conditional Approvals for EV2
Conditional Approvals feature Parity for EV2
41 votesConditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
41 votes
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