521 results found
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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 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 check the video below!
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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 -
2 votes
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.
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Attachment on forms
The ability to add attachments to forms
2 votes -
Option to use upload fields in Forms
Allow recipients to upload files when filling out a Form
2 votes -
Adding the content library feature EV2 to the right menu
Adding the content library feature EV2 to the right menu
2 votesAdding 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!
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2 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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2 votes
Available since Zapier version 2.1.0
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2 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 check the screenshot below! -
2 votes
The feature allowing to copy tables from external sources is available within the system. Please see more information here.
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2 votes
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Webhooks for EV2 Workspace
Webhooks for EV2 Workspace
2 votes -
Grand Total Token for Editor 2.0
Would like grand total token to be at full feature parity from Editor 1 to Editor 2.
2 votes -
Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!
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2 votes
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Salesforce: Upgrade API version for APEX Classes
We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.
1 voteHi,
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!
[Hyperlink]
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attachments
When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.
1 voteHi,
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!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box
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Automate HubSpot Specific Property Updates Based on Pandadoc Template Status
Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.
Detailed Description:
Trigger Event:
When a PandaDoc document, created using a designated template, reaches a "completed" status.
Action in HubSpot:Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
Workflow Activation:The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…
1 voteHi,
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!
Update Deal properties in HubSpot when PandaDoc document status changed
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1 vote
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!
Change Microsoft Dynamics opportunity stage whenever a document’s status is updated
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Ability to pass billing frequency fields into the pricing table from Pipedrive line items.
Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.
1 voteHi,
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!
Import product information into PandaDoc quote builder
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