Settings and activity
37 results found
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13 votes
An error occurred while saving the comment -
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 Michael Angelo Miguel commented
When a recipient filled out a form next action was to automatically direct the user to a new form to be filled out
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21 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 improve auto place fields - sometimes it place an incorrect field type
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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!
An error occurred while saving the comment The client wants it vise versa, when content has been updated through the Library he/she wants the doc or template to be updated as well.
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29 votes
Valeryia Baranava responded
An error occurred while saving the comment Ability to capture and view information within PandaDoc
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9 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 Ability to convert template/documents pricing and table as Excel files
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136 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 Auto-generated email for payment confirmation
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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 Ability to sync contact, account, data and customer objects. If the recipient changes any of the data. They would like that change to be reflected in Salesforce.
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59 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 Option to anchor/lock fields position in order for it not be drag accidentally or misplaced it on a contact/documents ETC.
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205 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 Ability to make documents/templates/folders private to other specific users in the workspace
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80 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 Ability to assign customers from Quickbooks Pay integration to PandaDoc Quote to avoid customer details duplication via QB.
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217 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Ability to edit a specific word on sentence from text block in one go.
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14 votes
Lindsey Schocke responded
An error occurred while saving the comment Export completed documents to Excel file
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5 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 Can be filter using users email address
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55 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 Same with CPQ Quote builder
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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 Aside from the amount of spend, add time duration as condition.
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34 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 The client was looking for a password protected folder where they can input all of their documents that is safe from their members.
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15 votes
An error occurred while saving the comment Ability to choose email address when sending documents.
An error occurred while saving the comment Ability to use two different email addresses for one single PandaDoc account.
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8 votes
An error occurred while saving the comment Ability to do Batch print within PandaDoc just like the other application
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298 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 Ability for recipients to share 1 email address. Can assign signature fields to 2 contacts with the same email address at the same time.
Ability to have a template gallery just the like the US server