245 results found
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Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
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:
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Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces
23 votes -
Create and edit via API
Create and edit via API
22 votes -
Pricing table - Modifications
Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.
22 votes -
EV2: Add Images to Catalog Items for Pricing Table
Make a way to display images attached to catalog item inside a pricing table
21 votes -
Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 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 use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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20 votes
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content library preview feature for ev2
content library preview feature for ev2
19 votes -
API: Create Document Link for Editor 2.0 documents
Create Document Link for Editor 2.0 documents in API
https://developers.pandadoc.com/reference#link-to-a-document18 votes -
Document Expiration Date token
A predefined token for "Document Expiration Date
18 votes -
Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Remote Online Notary feature
Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.
15 votesRemote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents
Have a wonderful day!
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Mapping of product from Salesforce into different pricing tables
Salesforce mapping of products into different pricing tables
15 votes -
Set up different colors and design for pricing table section headers
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
14 votes -
14 votes
Hello 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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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CC recipients for forms
Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)
13 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 is available within the system. Please see this link for more information: https://share.getcloudapp.com/xQuxjWeb
Have a wonderful day!
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13 votes
Hi 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 disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
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