Settings and activity
14 results found
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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!
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24 votes
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Caroline Fornuto
commented
Receive notification when document has been signed but not finalized so that users can contact 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 Caroline Fornuto
commented
Be able to push information into a PandaDoc Table from Excel
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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
Caroline Fornuto
supported this idea
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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 Caroline Fornuto
commented
Ability to have a variable in PandaDoc that when filled in/given value, pushes value into Salesforce token (example: contract signed date)
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47 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Caroline Fornuto
commented
If you send a document via link, you should be able to resend it via email without having to edit the document and resend it
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22 votes
An error occurred while saving the comment Caroline Fornuto
commented
Set a default signing order for all created templates within PandaDoc Settings
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3 votes
An error occurred while saving the comment Caroline Fornuto
commented
Name image blocks (ex: Image2, image2)
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86 votes
An error occurred while saving the comment Caroline Fornuto
commented
Be able to custom sort the variables
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79 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!
Caroline Fornuto
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
Caroline Fornuto
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
An error occurred while saving the comment Caroline Fornuto
commented
Be able to create recipient groups. Some clients send contracts to the same group of people every time. Rather than having to add recipients one by one, this would allow for them to create a recipient group before hand, and select that group upon sending.
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12 votes
An error occurred while saving the comment Caroline Fornuto
commented
Example: Restrict Signer 1 from seeing parts of the document below their signature field. Anything below their signature field would be visible for a different signer.
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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!
Caroline Fornuto
supported this idea
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Ability to add price ranges in pricing table