521 results found
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Webhook for New Template Created or Template changed
When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.
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!
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4 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
There is a way to adjust all pricing table cells font via Design option: https://share.getcloudapp.com/04uWmB0l
Have a wonderful day!
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API - Create Document form Docx
Ability to create a document via the API with a docx file type instead of a PDF file type.
4 votesAPI - Create Document form Docx is available within the system. Please see the link for more information: https://developers.pandadoc.com/reference/new-document
Have a wonderful day!
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4 votes
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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!
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Spanish localization
Localization PandaDoc in Spanish.
4 votes -
Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
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!
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Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 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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Ability to edit the form prompt text "Enter your contact information to start the signing process."
Ability to edit the form text "Enter your contact information to start the signing process."
3 votes -
Delete the items associated with the category along with the category in the Catalog
Delete the items associated with the category alongs with the category in the Catalog
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is available. For more information, please click the link below!
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Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
3 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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Quote builder formatting (reorder product order in bundles)
Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.
3 votesHi,
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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Option to hide all pricing table columns except the main total
Option to hide all pricing table columns except the main total
- will allow the user to hide all of the columns in the pricing table except the main totals.
3 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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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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Ability to send multiple documents in one go
Ability to send multiple documents in one go directly from the contact added in the application
3 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 is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4414841820439-Document-bundling
Have a wonderful day!
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Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.
The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.
3 votesYou can connect a different HubSpot account to each workspace on your account.
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3 votes
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesThank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.
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Catalog - Packs items
May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.
3 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is already available in the system. For more information, please click the link below. Have a marvelous day!
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