569 results found
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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
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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
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7 votes
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7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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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
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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!
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7 votes
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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!
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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!
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Customizable options for field validation
Offer customizable options for field validation such as: 16 characters or being able to enter a regex.
I have a tax field and I want to avoid input errors.
Ex.:122649975TQ0001
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!
Text field validation -
[Quote Builder]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 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://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Option to remove the description from the pricing table
Option to remove the description from the pricing table
- Option to remove the description from the Product name column
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!
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Contract negotiations (native redlining) in draft mode for internal use case.
Contract negotiations (native redlining) in draft mode for internal use case.
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!
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send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
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!
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6 votes
Hi there 👋
Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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Automatic update of currency depending on the currency of catalog item.
Automatic update of currency depending on the currency of catalog item.
6 votesThe feature is available with Quote Builder.
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Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
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!
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6 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. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages
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API- Download as Docx
API to download pandadoc document in docx format.
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!
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6 votes
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