536 results found

1. Duplicate Fields with Assigned Role

   When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Liza Gatsak responded

   Released for Editor 2.0

2. Retrigger webhook

   The option to re-trigger webhooks.

   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

3. Ability to change tokens format in Microsoft Dynamics

   For example, the date

   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

4. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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

5. assign fields automatically to role/recipient that is selected
   3 votes

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   Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

6. Central Point for Users in Organization

   Central place to review all the users and their membership in workspaces.

   3 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

   Admin panel updates

7. Pass currency formats from Zoho
   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

8. Reoccurring charge in Hubspot
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

   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

9. 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 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi! 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.

10. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

11. Complete Italian localization

    The "Hurray! Document completed" message should be in Italian

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →

12. Zendesk Support for Editor 2.0
    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

    Zendesk Support

13. Required fields

    Make all fields required when placing them in a document

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

14. Uploaded signature for the Editor 2.0
    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →

15. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Delete…  ·  Admin →

16. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Invite users via link: https://support.pandadoc.com/hc/en-us/articles/360007814954-Add-and-remove-users-#h_01F2RZSGXS554WFW5W8CVPEPXA

17. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the image below

18. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when we deliberately choose to approve it, not when we are attempting to view the document ourselves.

    We strongly urge you to escalate this issue to your Product and Security teams as it:

    Violates expected user behavior and control over document access.
    Poses a potential data exposure risk.
    Could result in unauthorized individuals gaining access to sensitive internal documents.

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when… more

    2 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video below!

    Granting Document Access

19. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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! 

    Checkout payments

20. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!
    Auto reminders