571 results found

1. 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

2. 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

3. 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

4. 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 →

5. 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

6. 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 →

7. 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.

8. Attachment on forms

   The ability to add attachments to forms

   2 votes

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

9. 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 →

10. 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  ·  Valeryia Baranava 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!

11. 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  ·  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

    HubSpot CRM. Map product fields with quote builder columns

12. 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

13. 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!

14. Copy tables from external sources
    2 votes

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

    The feature allowing to copy tables from external sources is available within the system. Please see more information here.

15. [Zoho] Token Formating
    2 votes

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

16. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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

17. 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

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    Released  ·  0 comments  ·  Delete…  ·  Admin →

18. Enable deal rooms

    Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

    Rooms

19. Automatically add document value like how the grandtotal works in EV1
    2 votes

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    Released  ·  0 comments  ·  Delete…  ·  Admin →

20. Roll back the change to the Template page.

    Adding an extra click to be able to start a new document is ridiculous. Tell your design people to learn something about UX. So annoying.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  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!

    Create a document from a template