773 results found
-
2 votes
The feature allowing to copy tables from external sources is available within the system. Please see more information here.
-
2 votes
-
Webhooks for EV2 Workspace
Webhooks for EV2 Workspace
2 votes -
Line form in PDF : automatic recognition
Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically.
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 click the link below!
-
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 -
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!
-
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!
-
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!
-
2 votes
-
New Editor: Restore recently used hex color swatch persistence for individual table cell editing
In the classic editor, recently used hex color codes were saved as persistent swatches within a document, allowing users to quickly reuse custom colors when editing individual table cells without having to retype the hex code each time. Since the rollout of the new editor experience, this behavior no longer persists. Users who apply custom hex colors to individual cells are required to manually retype the hex code every time, significantly disrupting their editing workflow. Please consider restoring this color swatch persistence in the new editor.
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!
-
Give us back the ability to edit expiration dates without editing and resending a document.
Give us back the ability to edit expiration dates without editing and resending a document. This has always been a feature and now it was removed with the latest update with no warning. Your help bot and articles give bad/outdated info and the latest update article says nothing change besides the look but thats not true.
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!
-
radio button set as optional field tags
Client/prospect needs to set radio buttons as optional when creating documents from file upload using field tags
Currently, the * optional modifier works for textfield, checkbox, dropdown, signature, date, and initials field tags (e.g., {textfield*____}), but not for radio buttonsRadio buttons use a different syntax ({{radio:role:optId}}) and don't support the optional modifier
This forces manual configuration after document creation, which doesn't work for automated workflows
Request to add optional modifier support to radio button field tags for consistency with other field types
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!
-
Ability to Change Time Zone for Timestamp in Signature Certificate
The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC
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!
-
editing content in quote builder
Edit content directly within the columns without having to open the Edit Quote page.
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!
-
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 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 check the video below!
-
Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 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!
https://support.pandadoc.com/en/articles/14019817-pricing-tables-are-being-upgraded-to-quote-builder
-
Quote builder: ability to wrap product description
I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".
-
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]
-
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
-
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
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!
- Don't see your idea?