Settings and activity

7 results found

1. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   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.

   Joost-Jan Huls supported this idea  ·  Nov 2, 2023

2. Redirect recipient to a custom URL upon completion

   444 votes

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   75 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   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

   Joost-Jan Huls supported this idea  ·  Nov 2, 2023

3. Log in via 2FA (Two Factor Authentication)

   265 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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. 

   An error occurred while saving the comment
   Joost-Jan Huls commented  ·  Jun 9, 2023  ·  Delete…

   This is a critical feature. Please prioritize this as we are dealing with very sensitive information in our documents.

   Save Submitting...
   Joost-Jan Huls supported this idea  ·  Jun 9, 2023

4. use dropdowns as tokens (hubspot)

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For further guidance on locating the required variables, please click the link below!

   Use HubSpot custom properties as variables

   Joost-Jan Huls supported this idea  ·  Dec 2, 2022

5. pass line items formatting from hubspot

   26 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Joost-Jan Huls supported this idea  ·  Dec 2, 2022

6. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   666 votes

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   72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   Signature timestamp.

   Joost-Jan Huls supported this idea  ·  Dec 2, 2022

7. Ability to change the date format for variables

   416 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

   Joost-Jan Huls supported this idea  ·  Dec 2, 2022