3784 results found
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6 votes
Hi,
Thank you for taking the time to leave your request. The feature you requested is already available.
Through PandaDoc Automations, you can set up a rule on a specific template so that any document created from it automatically moves to a chosen folder once it's marked Sent or Completed. Once configured, every future document created from that template will inherit the same behavior — no need to set it up more than once.
For more information, please refer to this article on Automations: https://support.pandadoc.com/en/articles/9714985-automations
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Format messages (new paragraphs, etc.) for documents sent via API
While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.
6 votes -
6 votes
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!
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Copy / duplicate columns in pricing table
Duplicate price column in a pricing table.
6 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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Ability to show discount per month for pricing table line item (before multiplier applied)
Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.
6 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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6 votes
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List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents6 votes -
View API Logs
view API logs to see detailed errors and API history
6 votesHi there
Please be informed that API logs are available in the Developer Dashboard and as API endpoint.
Thanks!
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2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
6 votes -
change color of font on recipients end for filling in fields
change color of font on recipients end for filling in fields
6 votes -
6 votes
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!
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6 votes
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6 votes
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6 votes
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A Paid badge in PDFs of paid documents
A PDF of a paid document should include the PAID badge, the same as the web view version
6 votes -
6 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box.
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Document Value on Editor 2.0 (aka Grand Total)
Set the value of the document to calculate based on the Pricing Tables available in the document or template.
6 votes -
Document.Value on pandadoc__PandaDocDocument__c object in Salesforce
The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.
5 votes -
Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?5 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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Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
5 votes
