713 results found

1. The option to pull the info to a regular table (not pricing) via API.

   The option to pull the info to a regular table (not pricing) via API.

   11 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminSergei Soroka (Admin, PandaDoc) responded

   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!

   API Reference Create Document From PandaDoc Template

   https://developers.pandadoc.com/reference/create-document#/

   Also we have separate guide on how to work with tables https://developers.pandadoc.com/docs/working-with-tables#/

2. 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 August 2020)

   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… more

   11 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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 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!

3. Change formatting for usual tables and/or pricing tables separately (EV2)

   Introduce individual tables/pricing tables design options.

   11 votes

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   Released  ·  4 comments  ·  Delete…  ·  Admin →

4. 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.com

   10 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   Recipient Groups via API.

5. Exclusive Folder Sharing Capability for Specific Users

   Customer would like to have an option to share folder containing document to a specific user only

   10 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Sharing document folders with collaborators

6. Ability to duplicate multiple fields at once

   Ability to duplicate multiple fields at once

   10 votes

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   2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Fields (new experience)

   Fields (classic experience)

7. Ability to bundle products with one-time payments and recurring payments into one batch
   10 votes

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   2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Mixed pricing models support in product bundles

8. Use decimal comma in product catalog instead of a dot

   Use decimal comma in product catalog

   10 votes

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   0 comments  ·  Delete…  ·  Admin →
   Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Greetings! 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!

9. Set recipient view language in API call
   10 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
   Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

   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!

   [Update document settings]

10. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
    10 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Add recipients

11. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Please 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

12. 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 votes

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    3 comments  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi 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-Blocks

    Have a wonderful day!

13. Monday.com integration
    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com

14. 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 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    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!

    Smart content block. Conditional content

15. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
    10 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Reporting

16. Localization for EV2
    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →

17. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Delete…  ·  Admin →

18. Rooms: option to arrange folders

    Option to arrange folders in Rooms

    9 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Rooms in PandaDoc: organize and collaborate in one secure space

19. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Currency formatting

20. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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! 

    Rename documents