3784 results found
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Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
13 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
13 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
13 votes -
CLI reporting: which templates/documents each content library item has been used in
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
13 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
13 votes -
13 votes
🎉 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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Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votesLindsey Schocke responded
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Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
13 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
13 votesValeryia Baranava responded
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Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
13 votesWe wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Notifications setting via PandaDoc Mobile App
enable/disable notifications setting via PandaDoc Mobile App
13 votes -
13 votes
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[Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.
Ability to export just the LIST of completed documents.
13 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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Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
ability to make the pricing table columns not visible to the end users (recipients)
the default pricing table columns should work in the similar way as the cost column
so you can set up it in the way so it will disappear automically and won't be visible to recipients13 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists by using Quote Builder. For more information, check the screenshot below.
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Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
13 votes -
Warning that text will be cut off in PDF
If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.
13 votes -
Option to have a collaborator in forms
Option to have a collaborator in forms
13 votes -
pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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pass tokens HubSpot to PD forms
pass tokens HubSpot to PD forms
13 votes
