521 results found
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Password protection via API
The customer would like to use password protection when creating the document via API
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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Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
Ability to name Image Block
I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.
3 votes -
Being able to have a template in landscape mode instead of Portrait
I would like to be able to see the proposal details (table) and some picture on the right side of the document.
3 votesHI! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO
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pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Excel as an attachment
Ability to upload excel file to a document
3 votes -
Sections in Ev2 pricing table via API
Multiple sections in pricing tables Ev2 (API).
3 votes -
HubSpot: Token Information to Populate in Fields and Editable by Signers
Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.
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!
Passing information from HubSpot into PandaDoc (via fields)
Update Deal properties in HubSpot when PandaDoc document status changed
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3 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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3 votes
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Duplicate Fields with Assigned Role
When duplicating a field have the role assigned copy over when multiple roles are in a template/document.
3 votesReleased for Editor 2.0
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Retrigger webhook
The option to re-trigger webhooks.
3 votes -
Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votes -
3 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!
Link a document to an Opportunity in Salesforce -
3 votes
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Central Point for Users in Organization
Central place to review all the users and their membership in workspaces.
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
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3 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!
Send product information to a quote builder block in PandaDoc
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Upload a signed PDF instead of the original document at the point the status is changed manually
Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?
When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?
3 votesHi! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info.
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[Doc2doc] Transfer pricing table
Doc 2 Doc Enhancements
- transfer pricing tables3 votes
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