Settings and activity
72 results found
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46 votes
🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
An error occurred while saving the comment -
67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anonymous commented
Send a thank you message when the document is completed
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47 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.
An error occurred while saving the comment Generate link feature in Zapier
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52 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 automatically add the document owner signature to a document when it is completed by other recipients
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8 votes
Valeryia Baranava responded
An error occurred while saving the comment notify someone who is not a document owner or participant that the document is completed and/or signed.
to pull out certain fields from the document and notify them that the document was signed, and for example, they signed a X year agreement, the Contact is X and they are in X state.
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58 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!
Text field validation
Here’s the formula for the field: ^\d{add your number here}$An error occurred while saving the comment Digits requirement
To be able to require the certain number of digits
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment add variables to the image
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37 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment change the license without deleting a user to give this license to another user
If all licenses are occupied, the only way to change the Standard licence to eSign e.g. is to delete a license to make it available.
https://pandadoc.zendesk.com/agent/tickets/451178 -
23 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 create a calculation for expiration date when the document is completed not when it is sent
An error occurred while saving the comment create a variable that automatically calculates the number of days/nights between two dates based on the calendar
to create a calculated field that shows the number of nights between 2 dates
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144 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 to contacts a company registration number
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36 votes
An error occurred while saving the comment bulk upload for content library items
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24 votes
An error occurred while saving the comment Not to have a required field if the conditional rule is set up
If the conditional set up as no, no field appears
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139 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 Checkboxes are automatically aligned if the text is added or edited
If the checkboxes are added next to the text and then this text is edited, you need manually change the position of the checkbox. It should be done automatically
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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 To upload anchor buttons from PDF file as PandaDoc buttons
For example, the PDF has Return to top button and when it is clicked, the page returns to the page anchored to this button.
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20 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 set products from higher to lower price in the pricing table populated from HubSpot
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14 votes
An error occurred while saving the comment To be able to send the document with the 0 amount when there is an optional selection in the pricing table.
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129 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 set up the expiration date with the exact time .
You can pick expire the doc in 2 days and choose the time of the day when it expires
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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 add inline comments to the documents created from uploaded PDF
For now, it is only possible to add inline comments if you add a text block and highlight the word there.
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2 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 have a multi-year pricing table which has separate total columns for each year
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56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment change font color for a pricing table block
If the pricing table has a white color block, the font color will be the one chosen in the document design.
Pipedrive two way sync