Settings and activity
29 results found
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24 votes
An error occurred while saving the comment -
51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment AdminAlexander Litvin (Admin, PandaDoc) commented
Ability to work with the document offlie, similar to google document
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22 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 Allow to upload attachments not as separate pages, but as content blocks like in Classic Editor.
An error occurred while saving the comment Add ability to attach PDF as content blocks, similarly to Ev1
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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 Allow to adjust the document name when creating the document from template within the assignees window
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.
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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 Ability to presign cerain templates for cerain users within the Integration when creating a document from PD module
An error occurred while saving the comment Ability to autoplace your signature before sending the document.
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18 votes
An error occurred while saving the comment Allow to export the chat message history either alongside the document or separately
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30 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 Add autonumbering to table to make managining lengthy tables easier without having to add the number manually each time
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Add the approver group name to the notification email, in case the user is in multiple approval groups, so he can get the notification for different approval stages respective to the approval stage
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18 votes
An error occurred while saving the comment Allow to arrange the order in which recipient fills out the variables for the forms to create more recongizable experience for the uses.
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20 votes
Hi! 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.
An error occurred while saving the comment Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce
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6 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. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages
An error occurred while saving the comment Create email subject and email body within the document draft and proceed to work on the document, with the subject and email body saved
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13 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists by using Quote Builder. For more information, check the screenshot below.
An error occurred while saving the comment Allow to hide columns for individual line items
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111 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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
An error occurred while saving the comment Allow to link pricing table sections to specific pricings
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30 votes
An error occurred while saving the comment Allow multiple users to fill in the same fields simultaneously
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289 votes
An error occurred while saving the comment Allow to group checkboxes and provide 1 of X option, similar to dropdown field
An error occurred while saving the comment add checkboxes with 1 out of X options as required
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25 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign.
Have a wonderful day!
An error occurred while saving the comment Native Integration with Activecampaign CRM
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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 Ability to remove the signers within the document without having to ediit the document.
An error occurred while saving the comment Ability to change the recipient's email in the document draft without having to adjust the contacts infromation/adding new contact
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21 votes
An error occurred while saving the comment Lock sending the document with empty vairables/token to eliminate user error
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27 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!
PaymentsAn error occurred while saving the comment For the uses cases when the invoicing is done not via the integration but rather outside of PD ability to change the doc status to Paid to get accurate dashboard reporting
Allow to send reminders to approvers within approval workflow