3784 results found

1. [Dashboard] display workspace name on the Dashboard
   14 votes

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hello there,

   Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.

   Have a wonderful day!

   Sincerely,

   Valeryia Baranava

   Product Operations, PandaDoc

2. Ability to choose if a signature is to the left, centered, or to the right aligned.

   Ability to choose if a signature is to the left, centered, or to the right.

   14 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

3. Text blocks with several columns of text
   14 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →

4. Signature certificate for the documents completed manually

   Option to generate a signature certificate for the documents completed manually

   14 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →

5. Lock Signing Order

   Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

   14 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

6. Borders for one row in a table

   also how to add borders to only one row in a table. like the header row

   14 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →

7. Saving the order of the items when syncing the pricing table from a HubSpot=
   14 votes

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   3 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Configure pricing blocks

8. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

   EV2. Ability to have stripe add payments to existing customers instead of creating new customer

   14 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 click the link below!

   Stripe data merge

9. Native CPQ within PandaDoc

   have native CPQ functionality within PandaDoc

   14 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 click the link below!

   PandaDoc CPQ

10. 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

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

11. Portuguese Localization

    Portuguese for Ev2.

    14 votes

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

    Hello,

    Thank you for taking the time to leave your request. We have great news – the PandaDoc app is now available in Portuguese! For more information, please click the link below.

    Changing interface language

12. Forwarding documents option for API

    Forwarding documents option for API.

    14 votes

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    1 comment  ·  API  ·  Delete…  ·  Admin →

13. Letter spacing/kerning customization
    14 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

14. [Content design] change orientation for uploaded template

    change orientation for uploaded template

    14 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

15. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts
    14 votes

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

16. Document Approved notification

    Ability to send "Document Approved" notification to more than just the document creator.

    14 votes

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    1 comment  ·  Approvals  ·  Delete…  ·  Admin →

17. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]
    14 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Veronika Gurianova 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!
    

    Link

18. Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.

    Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product line of ‘Care Delivery’, but it was being displayed as "OR".

    Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product… more

    13 votes

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    Not Planned  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →

19. Smart content: ability to add into the footer

    Smart content: ability to add into the footer

    13 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

20. [Bulk Action] Apply Automation to All Templates at once

    A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    13 votes

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    2 comments  ·  Automations  ·  Delete…  ·  Admin →