763 results found
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1 vote
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 see if a document was sent is already available within the system: https://share.getcloudapp.com/P8u6LZ6j. You can access this option from the Document details view: https://share.getcloudapp.com/7KuqD4jb
Many thanks for your time! Have a wonderful day!
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Add new currency - XPF CFP francs (Pacific Franc)
I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!
1 voteGreetings! 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.
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UK National Insurance number validation (NiNo)
National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.
1 voteHi there 👋
Excited to share that validation for the UK National Insurance number (via regular expression) has been released.
For more information please visit our Help Center.
Looking forward to your feedback
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export list of incomplete and viewed documents
Export data on incomplete/viewed documents to a csv or excell file for reference
1 voteHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to export incomplete and viewed documents data in CSV is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-ReportingHave a wonderful day!
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Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce
Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.
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!
Update Opportunity Products when PandaDoc pricing table or quote builder is updated
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1 vote
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!
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POST Document status via Pandadoc API
Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.
1 votePlease find details via the link – https://developers.pandadoc.com/changelog/change-document-status-manually
Now you can easily change document status via API.
Thanks!
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Slack notifications for document signers (internal to workspace)
Slack notifications for document signers (internal to workspace)
1 voteHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Redlining - allow undo of setting revision as final
Give the ability to unmark a revision as being final. On occasion things can change after a revision has been marked as final but there's currently no way of editing the document after this.
1 vote -
1 vote
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1 vote
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Recording External Payments
We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.
Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.
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!
Payments -
Ability to select multiple items from catalog
Have checkbox option when selecting catalog items so that you can add more than one item at one time.
1 voteIt is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.
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API fee columns
Ability to use a few fee columns in the pricing table while creatind doc via API
1 vote -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
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!
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1 vote
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!
Inbox -
The ability to remove the option. "sign in your chosen font". I need people to actually sign or upload a signature. pretty font is not lega
The ability to remove the option. "sign in your chosen font".
I need people to actually sign or upload a signature. A pretty font is not legal for our business.
1 voteWe have this option in Settings: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
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receive contact ID via API
We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.
1 vote -
filter documents by status
filter documents by status, so that you could see only the chosen status
1 voteThis feature is available in the Documents tab.
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add attachments for manually completed documents for ev2
Automatically add the attachments to the manually completed docs
Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)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!
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