516 results found
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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 -
Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?40 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! You'll want to navigate to 'System variables'.
https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables#h_01F330CETVY712HSS7ZTXJX0XV
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40 votes
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Netsuite
Integration with NetSuite
40 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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QES Compliant
Make PandaDoc QES compliant
39 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 has been released. Please see this link for more information: Qualified Electronic Signature.
Have a wonderful day!
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Recipient verification via SMS
Recipient verification via SMS
38 votesHi there! 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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Customize Activity Reporting
Customers can customize what should be included in a activity csv report file.
37 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 customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
35 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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To automate a second document to be sent out once the first document was signed / completed
to automate a second document to be sent out once the first document was sent
35 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.
You can learn more about automations and how to set it up here.
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Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.
Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.
35 votesHi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com. For more information, please click the link below! -
34 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!
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34 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!
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Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
33 votes -
Smart Content based on Pricing table values
Smart Content feature for Pricing table
32 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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SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 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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Conditional fields available for Forms
Conditional logic for the forms.
32 votesConditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
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[HubSpot] Import from CRM: add new products to the pricing table after document creation
The ability to pull up the product information from Hubspot on the document via Import from CRM option.
32 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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32 votes
Greetings! 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. Have a marvelous day!
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