3784 results found

1. Pricing Table Integration: Ability to automatically pull products from data merge as optional

   Pricing Table Integration: Ability to automatically pull products from data merge as optional

   6 votes

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   0 comments  ·  Integrations  ·  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:

   Map quote builder columns to fields in your CRM

2. Transfer data from multiple documents to a new document

   The ability to transfer data from multiple documents to a new document.

   6 votes

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

3. Validate credit card details
   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hi there 👋

   Excited to share that validation for Credit Card Numbers (via regular expressions) has been released.

   For more information please visit our Help Center.

   Looking forward to your feedback

4. Conditional logic for Hubspot

   Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

   6 votes

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   2 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

5. Automatic update of currency depending on the currency of catalog item.

   Automatic update of currency depending on the currency of catalog item.

   6 votes

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

   The feature is available with Quote Builder. 

6. sync Document.Value with the Amount field in Salesforce

   sync Document.Value with the Amount field in Salesforce

   6 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →

7. Trigger Approvals based on if a section is edited

   Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

   6 votes

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →

8. Update salesforce opp once the document is completed

   Update salesforce opp once the document is completed without Zapier.

   6 votes

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   3 comments  ·  Integrations  ·  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! 

   Salesforce automations

9. Connect pricing tables
   6 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

10. Set an email subject in saved messages
    6 votes

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    2 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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:

    https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages

11. Legal Clause Deviation Notification / Reporting

    Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →

12. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (Admin, 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 as DOCX]

13. Option to send completed pdf copy to one recipient only
    6 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

14. Share template from one account to another
    6 votes

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    2 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →

15. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →

16. Pull info from Salesforce into PandaDoc fields
    6 votes

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    0 comments  ·  Integrations  ·  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!

    Passing information from Salesforce into PandaDoc (via fields)

17. "Instructions" block (auto-deleted text block)

    Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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

18. Default custom theme for Ev2

    Default theme for Ev2 in Settings.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  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!

    Set up default theme for your documents

19. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    6 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!

    Collect payment information with the Billing details field

20. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    6 votes

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →