364 results found
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7 votes
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redlining summary of changes
redlining summary of changes
7 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature allowing to track suggestions
in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
We are grateful for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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7 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 is available within the system. Please see the file attached for more information.
Have a wonderful day!
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7 votes
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[Quote Builder]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 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. For more information, please click the link below. Have a marvelous day!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Contract negotiations (native redlining) in draft mode for internal use case.
Contract negotiations (native redlining) in draft mode for internal use case.
6 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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6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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Automatic update of currency depending on the currency of catalog item.
Automatic update of currency depending on the currency of catalog item.
6 votesThe feature is available with Quote Builder.
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6 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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages
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6 votes
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View API Logs
view API logs to see detailed errors and API history
6 votesHi there
Please be informed that API logs are available in the Developer Dashboard and as API endpoint.
Thanks!
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6 votes
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6 votes
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6 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 and have a marvellous day!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box.
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Document Value on Editor 2.0 (aka Grand Total)
Set the value of the document to calculate based on the Pricing Tables available in the document or template.
6 votes -
Set "Attach a PDF to email" as default
When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.
By making this the default or giving users the option to set it as default, this would increase efficiency for all.
5 votesYou can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment.
Check the box that says:
Attach a PDF of the completed document to email.
When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.
You can learn more here:
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
5 votes -
password protect documents
password protect document option for business plan
5 votes -
Convert Google Drive files into editable documents and templates for eSign
Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.
5 votes -
API PDF upload failure webhook event
Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process
5 votesPlease be informed that a new event has been added to the webhooks subscription configuration.
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