Settings and activity
54 results found
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7 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 
Gabriel Lawrence
supported this idea
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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!
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.
Gabriel Lawrence
supported this idea
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
Gabriel Lawrence
supported this idea
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307 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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81 votes
Hi,
Thank you for taking the time to leave your request. 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 Gabriel Lawrence
commented
This is a vitally important feature for our sales process.
Gabriel Lawrence
supported this idea
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10 votesGabriel Lawrence
supported this idea
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An error occurred while saving the comment Gabriel Lawrence
commented
Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.
Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.
Right now, we use a regular merge field, but then the signer can't update it.
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76 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
Gabriel Lawrence
supported this idea
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28 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!
Gabriel Lawrence
supported this idea
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66 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 Gabriel Lawrence
commented
Agreed this should be an option. If anyone is interested I made a scenario in integromat that updates the payment intent after successful to add the email to receipt email field and it auto sends the receipt. Just not good you need a middleware to do something so basic.
Gabriel Lawrence
supported this idea
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38 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!
Gabriel Lawrence
supported this idea
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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31 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 Gabriel Lawrence
commented
This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.
Gabriel Lawrence
supported this idea
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59 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Gabriel Lawrence
supported this idea
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133 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.
Gabriel Lawrence
supported this idea
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
Gabriel Lawrence
supported this idea
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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
Gabriel Lawrence
supported this idea
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231 votes
We wanted to share an update regarding the 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.
Gabriel Lawrence
supported this idea
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7 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!
Gabriel Lawrence
supported 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!
Gabriel Lawrence
supported this idea
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This is very important if you want to show future year pricing tables like year 1, year 2, year 3, etc. but obviously if you make up to 10 years of sections you don't want to show it to the customer if there's no products that fit those year.