337 results found
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 by a user58 votes
Implement recurring type of payments in a pricing table58 votes
Ability to link non-draft documents to CRM records.56 votes
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!
Product Operations, PandaDoc
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 votes
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
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 field50 votes
Integration similar to Salesforce but for Salesforce CPQ50 votes
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.
system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table48 votes
Hi 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!
mass select and move/delete fields ev246 votes
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 votes
The feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)43 votes
Change the Date format for all Date fields in one click and save the settings for new docs.
- yy/mm/dd43 votes
add image to table columns43 votes
API support for document bundles42 votes
Conditional Approvals feature Parity for EV241 votes
Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
Link a document to an existing CRM record so document is displayed within CRM document list.41 votes
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