Settings and activity
134 results found
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36 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!
Emily Gould
supported this idea
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24 votes
An error occurred while saving the comment Emily Gould
supported this idea
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33 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Emily Gould
supported this idea
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83 votes
Hi there! Thank you for submitting your idea.  Unfortunately, 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!
Emily Gould
supported this idea
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43 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Emily Gould
commented
Ability to validate signatures so emails can't used for the signature
Emily Gould
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
An error occurred while saving the comment Emily Gould
commented
Redirect a customer to a custom url after they complete a form
An error occurred while saving the comment Emily Gould
commented
Ability to change the confirmation page customers see after they have completed and paid for services in a form (on behalf of Brad Mortensen)
Emily Gould
supported this idea
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85 votesEmily Gould
supported this idea
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81 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Emily Gould
supported this idea
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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 Emily Gould
commented
Make it so our signature on a document it is already automated
Emily Gould
supported this idea
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253 votes
Great news!
The new color palette for fillable fields is now available to everybody.
While this does not allow you to pick colors for recipients, we've chosen eight distinct colors that will be assigned to the recipients automatically, depending on their order. These distinct colors will fix the issue of two recipients having similar colored fillable fields. We've carefully selected these new colors to not only pass the contrast checker, but also to make sure that they are easily distinguishable for individuals with color blindness.
For use cases that require you to pick colors for branding, customization or any reason other than distinguishability, please upvote this idea: Ability to pick/change colors of fillable fields.
Emily Gould
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…
Emily Gould
supported this idea
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43 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!
Emily Gould
supported this idea
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102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Emily Gould
supported this idea
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32 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 Emily Gould
commented
Ability to add smart content blocks in tables and pricing tables
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18 votesEmily Gould
supported this idea
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An error occurred while saving the comment Emily Gould
commented
Add library items directly to the page instead of a new page.
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17 votes
Valeryia Baranava responded
An error occurred while saving the comment Emily Gould
commented
Ability to add comments to templates to guide colleagues
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48 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 Emily Gould
commented
Add the ability to make comments to templates
An error occurred while saving the comment Emily Gould
commented
Include automatically adding the collaborator to the document when the document is created if the collaborator has been added to the template.
Emily Gould
supported this idea
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Emily Gould
commented
Recipient edit and/or suggest edits to additional multiplier in pricing table
Emily Gould
supported this idea
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91 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
Emily Gould
supported this idea
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
An error occurred while saving the comment Emily Gould
commented
Items from the product catalog update in the pricing table update automatically
Customizable auto-reminders. Specifically auto reminders for expiring documents for the SENDER, not the signer.