Settings and activity
7 results found
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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!
An error occurred while saving the comment -
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
AdminDaphne Flaga (Support Agent, PandaDoc) supported this idea ·
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16 votes
we've released ability to search within content of uploaded PDF & Word filesÂ
An error occurred while saving the comment Ability to search actual documents via entry on the text box itself.
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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…
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36 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 I was wondering if it is possible to put a role under a condition. In the current approval group, there are two members, I want the document to be sent to Engineer 1 if Sales Engineer Role is assigned to Engineer 1, and the document to be send only for Engineer 2 if the Sales Engineer Role is assigned to Engineer 2.
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137 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 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.
An error occurred while saving the comment right now i have three discounts fields in my pricing table
but it looks like when i do that it just adds all three discount together
i was looking more for the ability to change that logic
so for example: 100 discount at 50%
is 50
can i change how the discounts is calculated and applied? -
115 votes
The status of this suggestion is currently unchanged. Please check back for updates.
On the certificates that get generated when a signee signs the documents that are sent to them, it gives the time as UCT time.
Is there a way to have that time changed to reflect correctly for South Africa? I believe its GMT+2