713 results found
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Direct integration with Greenhouse
Customers would like to have ability to integrate with their HR tools like Greenhouse
8 votesPlease see this link for more information: Greenhouse automations.
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Freshworks
Client would like direct integration with freshworks
8 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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Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 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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8 votes
We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:
- Split payments into two parts (deposit + remainder)
- Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
- Provide recipients with a complete schedule of installments
- Automatically send reminders before due date
Check this article to know more about Installments.
If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments
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[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
8 votes🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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8 votes
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Adding multiple Content Library items at once
Adding multiple Content Library items at once to the document
8 votes -
8 votes
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Variables for the quote builder
Variables for the quote builder
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 votes -
Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 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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auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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Option to hide the volume-based pricing message
option to hide the volume-based pricing message
for example: BUY 2 FOR $50.00 EACH
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!
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List / sort folders in alphabetical order
List folders in alphabetical order
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!
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Installments: Choose a Date instead of an Interval for Payment Due
Set due dates for payments
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 links below! -
text next to radio buttons
Ability to have a text field attached next to radio buttons.
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!
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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. For more information, please click the link below!
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Smart content: rule 'contains' or 'does not contain'
Add a rule which say 'contains' or 'does not contain'
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!
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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. For more information, please click the link below!
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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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