Settings and activity
52 results found
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!Â
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.Â
An error occurred while saving the comment -
49 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment Yuliya Tsiushkevich commented
automatically link documents to a Hubspot object when sending documents in bulk
An error occurred while saving the comment manually link a document to contacts in hubspot
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
An error occurred while saving the comment keep both name and description in 1 column and have a separate image column
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203 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 allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
An error occurred while saving the comment update products in Hubspot deal according to chosen products in PD pricing table (when the document is completed)
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34 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!
An error occurred while saving the comment ability to make fields visible on the printed documents
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12 votes
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:
An error occurred while saving the comment hide description of products and then make them visible by clicking on the + sign
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83 votes
An error occurred while saving the comment ability to see cost and profit of the document
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66 votes
Hi there! 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!An error occurred while saving the comment forms compatibility with Integromat
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment auto-sign documents
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41 votes
An error occurred while saving the comment When creating documents from template via API, is it possible to also link that document to a hubspot deal via an API
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment export documents into excel
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22 votes
An error occurred while saving the comment API call to modify the document
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4 votes
Please be informed that create a document from a template limit is 300 per min and create a document from PDF limits is 50 per min.
An error occurred while saving the comment more than a 100 request/min to your api
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121 votes
Hi there. Thank you for submitting this idea! 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!
An error occurred while saving the comment button in the document which will navigate you to another page in the document
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559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
An error occurred while saving the comment clone fields like in adobe sign. when someone fills in the name in the above field it automatically goes to the beneath one too
An error occurred while saving the comment change variable according to the information inserted in the field by a recipient
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379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment change recipients in sent documents
An error occurred while saving the comment changing email of a recipient for sent document
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8 votes
An error occurred while saving the comment alphabetize CLIs when adding them to a template/document
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86 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment add many images at once
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56 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!Â
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdqÂ
Many thanks for your time! Have a wonderful day!Â
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
An error occurred while saving the comment link a document to the Salesforce in any status EV2
An error occurred while saving the comment ability to link documents with any status to Hubspot
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307 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Click Edit to upload another source file for a template. The fields should remain where they are.
two factor authentication - pop up window asking to confirm the password