536 results found
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Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 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!
https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles
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Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.
Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.
12 votes -
Adjust signing order for sent documents
Adjust signing order for sent documents without having to edit and resend the document
12 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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signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
12 votes
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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/en/articles/9714603-document-design#h_01HASN4102FSD3QNWBGGR3TQ8Y
Have a wonderful day!
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Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
[Quote Builder]: Change default fonts
Ability to change default fonts on the Quote Builder
11 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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Invite or create users via API
Option to create a new user or invite a new user via API.
11 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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Pull Salesforce line items in the same order they are in SF
pull the Salesforce lie items in the same order they are in SF
11 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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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 -
Recipient Groups for API
The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
Customer requesting: mpetit@homebound.com10 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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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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