521 results found
-
5 votes
-
5 votes
-
Audit log for accounts showing user activity in the workspace
Admin access to audit logs for accounts showing user activity in the workspace
4 votes -
4 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!
-
Choose one ONE required item from all the optional items
We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table
4 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!
-
option to add multiple recipients for a fillable field
option to add multiple recipients for a fillable field
4 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!
-
[Automations] Create line item in Hubspot once the document status changes
For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).
4 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!
Update, add, and remove line items in HubSpot whenever a document status changed
-
Show the description when adding a catalogue item to the pricing table.
Show the description when adding a catalogue item to the pricing table.
As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
-
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
-
Option for Radio buttons on API [field tags]
Option for Radio buttons on API [field tags]
- will allow the user to use Radio buttns on API
4 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!
-
Download a csv of all Form responses at once
Download a csv of all Form responses at once
4 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!
-
Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
https://support.pandadoc.com/hc/article_attachments/10544461894679
-
4 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!
-
Advanced Search for document titles
Be able to have advanced word search to have a nexact match of existing document titles when naming documents
4 votes -
4 votes
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. For more information, please click the link below. Have a marvelous day!
-
Include recipients roles in webhooks
PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.
Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs
4 votesPlease be informed that you can find a new array of roles for each recipient where we list all roles he has been assigned.
-
Images via API
Merge images into a document via API
4 votes -
Full-Text Search For Document Numbering
To have the feature to use the search bar for document-numbered files.
4 votes -
API rate limits
increasing the current API rate limits for pdf upload and template creation
4 votesPlease be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
-
SugarCRM version 10.3
SugarCRM updated to version 10.3 and no longer integrates with PandaDoc
4 votesThe PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.
Please see more here: Sugar CRM.
- Don't see your idea?