510 results found

1. Ability to set the default font on the account level.

   Ability to set the default font on the account level.

   2 votes

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   0 comments  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:

   https://share.getcloudapp.com/llu6qNKe

   Many thanks for your time! Have a wonderful day!

2. Handwritten signature instead of the regular one offered.

   Recipient should be able to create a handwritten signature instead of the regular one offered.

   2 votes

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   
   

   Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   
   

   Please kindly be advised that the feature allowing to apply the handwritten signature only is already available within the system. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1

   
   

   Many thanks for your time! Have a wonderful day! 

3. Pass taxes from hubspot to PD document

   It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

   2 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!

   
   

   HubSpot CRM. Map product fields with pricing table columns

4. Integration with HR systems

   Have HR systems integration, preferable Bambu HR

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!

   BambooHR automations.

5. Redlining - allow recipients to accept suggestions

   Ability for other roles to accept the redlining suggestions

   2 votes

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

6. Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers

   Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

   However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very confusing. We have been losing the majority of our leads at this step in the process, and they either abandon and go somewhere else or they call us (which is time-consuming on our end).

   I spoke with live chat support and they asked me to leave my idea here because there isn't a solution.

   We like using PandaDoc but I have to say this is a huge disappointment.

   If there is a some sort of workaround for this, I'm all ears. This Pandadoc widget area has an 'x' to close it, so perhaps there is a way to have it close by default from our end, or to hide the green button, at the least.

   Screenshot is below. I appreciate anyone who is able to look into this and offer a solution. Thanks!

   Best,
   Nick W

   Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

   However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's… more

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   2 votes

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   3 comments  ·  Delete…  ·  Admin →
   Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hello there,

   This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

   Many thanks for your time! Have a wonderful day!

7. Error in UF currency format

   the UF currency must have two decimal places. Please correct as soon as possible

   2 votes

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   0 comments  ·  Delete…  ·  Admin →
   Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   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!

8. Manage Signing Order UX Improvement

   This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.

   A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"

   2 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

9. Map HubSpot Products to multiple PD pricing Tables

   Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

   2 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!

   
   

   HubSpot CRM. Mapping products to pricing tables and pricing table sections

   Quote builder block. Map products into quote sections

10. swap person in signing order

    If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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    0 comments  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there,

    I'm happy to inform you that you can now change signers even in a sent document while keeping their place in the signing order.

    Best,

    Igor from PandaDoc

11. ability to rename a document when when on viewing mode (opened document)

    ability to rename a document when when on viewing mode (opened document)

    2 votes

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

12. UX improvement: More explicit difference between working on a template and working on a document

    The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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    0 comments  ·  Usability Improvements  ·  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!

    Distinguishing Documents from Templates

13. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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

14. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    Excited to share that Text field validation via regular expressions has been released.

    For more information please visit our Help Center.

    Looking forward to your feedback.

15. Attachment on forms

    The ability to add attachments to forms

    2 votes

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    Released  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →

16. Option to use upload fields in Forms

    Allow recipients to upload files when filling out a Form

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

17. Adding the content library feature EV2 to the right menu

    Adding the content library feature EV2 to the right menu

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Adding the content library feature EV2 to the right menu is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360016230713--Editor-2-0-Content-Library

    Have a wonderful day!

18. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
    2 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!

    
    

    HubSpot CRM. Map product fields with pricing table columns

    HubSpot CRM. Map product fields with quote builder columns

19. Ability to link documents created via Zapier to a folder automatically
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Available since Zapier version 2.1.0

20. Edit document Confirmation Pop Up
    2 votes

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    0 comments  ·  Documents & Data Management  ·  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 screenshot below!