521 results found
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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 -
Footer/Header - Ability to add signature fields, text fields.
The ability to add fields on footer such as text field or signature fields.
5 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: -
Add Webhooks for Templates
Add Webhooks for Templates, following the existing pattern for Documents.
Events:
Create
Update | following version history
Delete
Usage5 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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[Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.
Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.
5 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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Option to use sms verification trough Zapier or API.
We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.
We are using the Zapier plugin of PandaDoc to generate documents with data etc.
But we are not able to use this security function on those documents.
I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.
I like PandaDoc and i would…
5 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 dropdowns as tokens (hubspot)
to be able to use dropdowns as tokens in hubspot integration
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For further guidance on locating the required variables, please click the link below!
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5 votes
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!
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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 -
Updating Salesforce products based off optional items
When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.
5 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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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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change document owner in API.
change document owner in API.
5 votes -
5 votes
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Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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5 votes
Hi 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/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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API - Dynamic Documents
Ability to create / combine multiple documents or content items into a single larger document.
5 votes -
duplicate pricing table sections
duplicate pricing table sections
5 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://support.pandadoc.com/hc/en-us/articles/9454094843671-Advanced-quotes-
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 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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