394 results found
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Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
12 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: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
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Ability to add a border for the textblocks in EV2
Ability to add a border for the textblocks in EV2
12 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to add borders for Text blocks is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360021554873--Editor-2-0-Document-designHave a wonderful day!
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Adjust signing order for sent documents
Adjust signing order for sent documents without having to edit and resend the document
11 votesHello there! 👋
I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.
Your feedback would be greatly appreciated.
Best,
Igor from the Product Team at PandaDoc
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Show line item's discount sum
Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)
11 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/articles/8918534136087-Add-and-set-up-quote-builder-
Have a wonderful day!
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List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
11 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 list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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Change formatting for usual tables and/or pricing tables separately (EV2)
Introduce individual tables/pricing tables design options.
11 votes -
Use decimal comma in product catalog instead of a dot
Use decimal comma in product catalog
10 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as dilimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!
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Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
Add Clickable Table of Contents to Sidebar
Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.
10 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to reflect Clickable Table of Contents on Sidebar is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360020850393--Editor-2-0-Content-Builder-BlocksHave a wonderful day!
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10 votes
The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com
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Dynamic Content with Salesforce
The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.
10 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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10 votes
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Inline Commenting
ability to delegate tasks and collab on specific pieces of text or blocks within a document
10 votes -
9 votes
Hi there!
Great news – autofill with custom days (X days after the signing date) is now available for all plans! Dive into this feature by checking out our help center.
If you have any feedback, don't hesitate to reach out to me.
Best,
Igor | PandaDoc Product Team
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Option to customize or change the font or font size on fields
Option to change the font size on fields
it will allow the user to change the size of fonts on the ifields.
9 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1
Many thanks for your time! Have a wonderful day!
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Pass Recurring fees from Hubspot to PandaDoc
Recurring fees pull from Hubspot.
9 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!
Send product information to a quote builder block in PandaDoc
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9 votes
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8 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!
Redlining. -
Allow specifying document sender email for API
A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.
8 votes -
Update document using API
Can update some field using api
8 votes
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