3799 results found
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Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
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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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
5 votes -
Upload Images Editor 2.0 API
Have ability to upload images using Editor 2.0 API
5 votesPlease be informed that functionality is released – https://developers.pandadoc.com/changelog/images
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5 votes
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Payment gateway for Converge Pay processed by Elavon
Payment gateway for Converge Pay processed by Elavon.
5 votes -
5 votes
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Support SMTP servers
I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.
Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?
5 votes -
5 votes
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5 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information.
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pass category field from ZOHO product into pandadoc pricing table
pass category field from ZOHO product into pandadoc pricing table
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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5 votes
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change recipients
Ability to edit a recipient after a doc is sent, without having to edit the doc.
5 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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API - Dynamic Documents
Ability to create / combine multiple documents or content items into a single larger document.
5 votes -
duplicate pricing table sections
duplicate pricing table sections
5 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
https://support.pandadoc.com/en/articles/9714713-add-and-set-up-quote-builder
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
5 votes -
[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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5 votes
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!
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 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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5 votes
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5 votes
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!
