7155 results found
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Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
14 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.
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Larger signatures and Initials within the Fields
Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.
14 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
14 votes -
Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
14 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
13 votes -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
13 votes -
13 votes
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Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
13 votes -
Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
13 votes -
Ability to set different fonts and sizes for the linked fields
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
13 votes -
13 votes
Hey Panda,
Good news — we did it! 🎯
We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️
👉 Watch the quick demo:
https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68
If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.
I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.
You can also grab a slot on my calendar here:
https://calendar.app.google/pHa6Xud82oexdoyv6
But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.
⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.
Thanks for being awesome,
Alex from PandaDoc 🐼
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Add default option for Date > Autofill with Signing Date
Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.
Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.
13 votes -
13 votes
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Ability to adjust table row height
Ability to adjust table row height
13 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votes -
Automatic email response with next steps after recipient has signed and or paid
When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.
13 votes -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
export document data
export document data on waiting for signatures into excel
13 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
13 votes -
add tags to multiple documents
adding tags to multiple documents
13 votes
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