Settings and activity
52 results found
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62 votes
Hi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
An error occurred while saving the comment -
35 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!
An error occurred while saving the comment Yuliya Tsiushkevich commented
currently recurring payments starts on a date when a prop was signed. However the client needs to set up custom date. For example prop was signed in Aug, however the sibscription should start on Sep 1.
An error occurred while saving the comment Yuliya Tsiushkevich commented
currently recurring payments starts on a date when a prop was signed. However the client needs to set up custom date. For example prop was signed in Aug, however the sibscription should start on Sep 1.
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7 votes
Yuliya Tsiushkevich supported this idea ·
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192 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Yuliya Tsiushkevich commented
show only own templates
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70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to change a doc status on a document leve
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15 votes
Greetings! 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
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to show cost to recipients
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74 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to paste columns from excel to existing PandaDoc tables
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88 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Yuliya Tsiushkevich commented
keep both template and object names when creating a document in Hubspot
Yuliya Tsiushkevich shared this idea ·
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519 votes
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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to send documents based on selected fields
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289 votes
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to enable optional items like in EV1
(in EV1 it was easier and faster) -
145 votes
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30 votes
Valeryia Baranava responded
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to manually change the status of a doc from draft to sent, viewed etc
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123 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.
For more information, please click the link below!
Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)
An error occurred while saving the comment Yuliya Tsiushkevich commented
place page break inside a text block
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7 votes
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. Please see the file attached for more information.
Have a wonderful day!
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451 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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11 votes
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18 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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8 votes
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability for signers to edit cells in total section (gratuity)
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7 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Section quantity in Quote Builder
You can reach out to your Account Manager or to our Support Team to learn more about Quote Builder and CPQ.
An error occurred while saving the comment Yuliya Tsiushkevich commented
ability to update quantity of products automatically in all cells in 1 column
Yuliya Tsiushkevich shared this idea ·
automations: update fields in salesforce from PD fields once a doc is completed