510 results found
-
variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
8 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 order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.
Have a wonderful day!
-
Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
-
8 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
-
8 votes
-
Adding multiple Content Library items at once
Adding multiple Content Library items at once to the document
8 votes -
8 votes
-
Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 votes -
Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
-
auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
-
Option to hide the volume-based pricing message
option to hide the volume-based pricing message
for example: BUY 2 FOR $50.00 EACH
7 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!
-
Installments: Choose a Date instead of an Interval for Payment Due
Set due dates for payments
7 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 links below! -
Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
7 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
-
Microsoft 365
Microsoft 365 integration
7 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://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview
https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide
-
7 votes
-
7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
-
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
-
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!
-
7 votes
-
Link document from PandaDoc to Salesforce: search opportunity by ID
Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.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 check the screenshot below!
-
Auto-insert recipient information as document title
option to use recipient information such as first and last name as document title
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!
- Don't see your idea?