554 results found
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Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
16 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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Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 voteswe've released ability to search within content of uploaded PDF & Word files
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16 votes
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15 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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Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
15 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.
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Increase Upload Size limit
Increase file upload size limit
15 votesGreat news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!
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View Cost of products in Pricing table on the recipients end
Allow users to add the Cost of Goods as a column in a pricing table.
15 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 with the Quote builder. 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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[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 votes -
Remote Online Notary feature
Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.
15 votesRemote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents
Have a wonderful day!
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Mapping of product from Salesforce into different pricing tables
Salesforce mapping of products into different pricing tables
15 votes -
salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.
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Send a document with $0 value
Should be possible to send a doc and take a ZERO payment
14 votes -
Set up different colors and design for pricing table section headers
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
14 votes -
14 votes
Hello 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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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EV2. Ability to have stripe add payments to existing customers instead of creating new customer
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
14 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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Portuguese Localization
Portuguese for Ev2.
14 votesHello,
Thank you for taking the time to leave your request. We have great news – the PandaDoc app is now available in Portuguese! For more information, please click the link below.
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14 votes
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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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When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
13 votesI'm happy to announce that we've fixed the issue with files transfer ownership.
From now on, all files transferred to the new owner will stay in the same folder as were originally.
You're welcome to share your feedback
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