265 results found
-
Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
519 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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
-
Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
362 votesDocument Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
-
Conditional content
If then logic around content from the content library and the pricing table
302 votesSmart Content
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
Check out these helpful articles:
- Dynamic content generation for a document on a fly
- Create from template with content placeholder
- Conditional content for senders
-
Checkboxes field as Radio Buttons
Add radio buttons
288 votes -
Collect files field (Upload field EV2)
Upload field ev2
217 votes -
Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
191 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 auto-update HubSpot deal products has been released! Please see this link for more information.
-
Pricing Table - extend Design options
format column color,
change font size for Total
Format color of the Pricing table footer190 votes -
Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
169 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 auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
-
Reorder pages
A simple way to move and reorder pages in a document.
161 votes -
Native PandaDoc Redlining
Ability to redline a document without leaving pandadoc.
159 votesContract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
-
Merge cells in a table
Merge cells in a table.
154 votes -
EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.
Get the discount column in a pricing table to be shown in "%" and not in the actual amount.
145 votes -
[Bulk actions] Upload multiple documents at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
128 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/9903483153175
Have a wonderful day!
-
[Fields] change the formatting for fields
Add ability to change the formatting for fields:
- aligning
- text font
- text color122 votesThe feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
-
Sync payment app total with the total in pricing table (EV2)
Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,
122 votesPricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
-
Images in pricing table in Ev2
Insert images in pricing table in Editor 2.0.
121 votes -
Volume-based Pricing (formerly Tiered pricing)
Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.
111 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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
-
Save Field Data when resending/editing
Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.
110 votes -
Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
103 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 with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
-
Disable Download/Print PDF option for recipient
Make unavailable the ability to download the pdf version of incomplete document for the recipient.
99 votes
- Don't see your idea?