569 results found

1. The ability for the document not be seen by CC'd recipients until it is completed.
   2 votes

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

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

   We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/360025161734-Signing-order

   Have a wonderful day!

   
   

2. Required selection of checkbox out of a group of checkboxes

   One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

   2 votes

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   Released  ·  3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

3. Option to cross out selected text in a document.

   Selecting the text and then cross it out

   https://pandadoc.zendesk.com/agent/tickets/396007

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

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

   We’re glad to let you know that the feature is available:

   https://www.loom.com/share/e8cb9e140cd34277aacb7755821c2e17

   Have a wonderful day!

4. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

   to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

   2 votes

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

   Hi there! Thank you for your feature request submitted to PandaDoc! 

   Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms

   Have a wonderful day! 

5. Creation of multiple documents via uploading files at once within PandaDoc app.

   Creation of multiple documents via uploading files at once within PandaDoc app.

   2 votes

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   1 comment  ·  Mobile  ·  Delete…  ·  Admin →
   Released  ·  Lindsey Schocke responded

   Thank you for the feedback! 

   Bulk import allows you to upload multiple files at once. This helps simplify document creation and allows you to store your previously completed documents in PandaDoc. All files will be uploaded as separate documents to the selected folder in either Draft or Completed status.

   You can read more about it here: 

   https://support.pandadoc.com/hc/en-us/articles/9903483153175-Bulk-import-documents-to-PandaDoc

6. Search catalog items via Description/custom fields
   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  AdminAnastasia Koshko (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!

   https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFNPZ5NHW6MPF677G4SN1QX7

7. Ability to have multiplier applied to product price column

   Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
   MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
   Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava 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!

   Quote builder block.

8. Move templates between workspaces
   2 votes

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! 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 share your templates between workspaces is available within the system. Please see this link for more information:

   https://support.pandadoc.com/hc/en-us/articles/1500002989441-Sharing-templates-and-Content-Library-items

   Have a wonderful day!

9. Proposal Consultancy & Design Services

   1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
   2) Proposal & Template Design Services.

   2 votes

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   3 comments  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

   If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

   We’d love to work with you to optimize PandaDoc based on your specific business needs. 

10. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for submitting a feature request to PandaDoc!

    The option to void or cancel a document is available within PandaDoc. Please refer to this article for more details: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status

    Have a wonderful day! 

11. Import Google contacts

    live sync with Google contacts

    2 votes

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

12. 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  ·  Valeryia Baranava 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!

13. 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  ·  Valeryia Baranava 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.

    Many thanks for your time! Have a wonderful day! 

14. 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  ·  Victoria Solovey 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

15. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava 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.

16. 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 →

17. 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  ·  Valeryia Baranava 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!

18. 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.

19. 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

20. 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  ·  Victoria Solovey 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