713 results found

1. Tiered numbering option for Editor 2.0

   The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

   43 votes

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   Released  ·  8 comments  ·  Other  ·  Delete…  ·  Admin →

2. [Fields] change Date Field format

   Change the Date format for all Date fields in one click and save the settings for new docs.

   Examples:
   - yy/mm/dd

   43 votes

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   Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

3. add image to table columns

   add image to table columns

   43 votes

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   Released  ·  2 comments  ·  Delete…  ·  Admin →

4. Bundles API

   API support for document bundles

   42 votes

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   7 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava 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!

   Create Document Section from Template

   Create Document from File Upload

5. Specify days and time of auto-reminders

   customize the auto-reminder Time and Days

   42 votes

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   6 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

   For more information, please visit our Help Center.

   Should you have any feedback or suggestions, feel free to message me directly.

   Igor, Product Team

6. Make the Finish button more clear

   Recipients often do not notice the Finish button after signing docs.

   43 votes

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   6 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava 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 check the screenshot below!

7. Attach files in Ev2

   https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

   42 votes

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   Released  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →

8. Validation signature stamps

   Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

   41 votes

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   9 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

   Signature manifestation

9. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   41 votes

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   4 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey 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!

   https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2

10. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    3 comments  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94

11. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →

12. Document sent variable that auto-populates

    Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Released  ·  Christopher Ragland 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! You'll want to navigate to 'System variables'. 

    https://support.pandadoc.com/hc/en-us/articles/360020552894-Variables#h_01F330CETVY712HSS7ZTXJX0XV

13. User interface localization (German and French)
    40 votes

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    Released  ·  6 comments  ·  Localization  ·  Delete…  ·  Admin →

14. Netsuite

    Integration with NetSuite

    40 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava 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!

    NetSuite

15. Change reminders via API

    One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need to do massive changes we simply can't.

    One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need… more

    39 votes

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    5 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Document Auto-Reminder Settings

16. QES Compliant

    Make PandaDoc QES compliant

    39 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We’re glad to let you know that the feature has been released. Please see this link for more information: Qualified Electronic Signature.

    Have a wonderful day!

17. Recipient verification via SMS

    Recipient verification via SMS

    38 votes

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    3 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! 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!

    • Protect documents with recipient verification

18. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi 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 customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting

    Have a wonderful day!

19. [Quote Builder]: Support Quotes on DocX Download

    Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    35 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Download documents as .docx

20. Ability to choose a specific payment date for the recurring charge

    Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    35 votes

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    7 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava 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!

    Recurring payments with Stripe