535 results found
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Track if docs have been downloaded.
check mark/color change : if a doc has been downloaded??
1 voteInformation about the downloading of a document can be found in the recipient’s analytics
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1 vote
Merge field is a new configuration in the field settings to set an API name for a checkbox field.
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More fields in template embedding to gather information from clients
More fields in template embedding to gather information from clients
1 voteThe feature is available in Forms in Editor 2.0
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Signed(green)/Not Signed(red) orbs
When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time
1 vote -
1 vote
Please reach out to Support to help you with the migration
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Webhook History Enhancements
"When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"
1 voteit's already in place via Developer dashboard: you might select the pre-defined time range
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upload document on version 2 within SalesForce
upload document on version 2 within SalesForce
<they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >
1 vote -
Profile API Endpoint
Endpoint to return profile for access token.
1 vote -
1 vote
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ev2- Salesmate integration
ev2- Salesmate integration
1 voteSalesmate integration is released: https://support.pandadoc.com/hc/en-us/articles/1500003562561-Salesmate
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Zapier Feature Parity for Editor 2.0
Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.
1 vote -
1 vote
🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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Send comments in bulk
Send comments in bulk
1 vote -
Option to turn off Download as .docx
Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.
0 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 click the link below!
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0 votes
An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.
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