Settings and activity
20 results found
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14 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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43 votes
Hi there,
We’re excited to announce that Knowledge-Based Authentication (KBA) is now officially available to all our customers 🎉
Try it out today or visit our Help Center to learn more.
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105 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment 
Emily Cozzens
commented
Ability to input a table inside of a text block
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Emily Cozzens
supported this idea
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68 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.
Emily Cozzens
supported this idea
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25 votes
An error occurred while saving the comment Emily Cozzens
commented
Ability for admins to create "tool tips" in templates to guide users through editing complex documents.
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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 Cozzens
commented
Ability for recipients to lightly manipulate tables (i.e. adding/removing rows)
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25 votes
An error occurred while saving the comment Emily Cozzens
commented
Client needs the ability for documents viewed on mobile devices to reflow their text responsively so they are easy to read like a webpage, rather than needing to zoom in and out.
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28 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 Cozzens
commented
Ability to consolidate the data from all workspace dashboards into one master dashboard.
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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 Emily Cozzens
commented
Ability to use 2 way sync for products in SFDC lightning
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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 Emily Cozzens
commented
Easier way to sync PD catalog with other tools to keep tools synced
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122 votes
Pricing table totals now can be linked with the Payment App: https://support.pandadoc.com/hc/en-us/articles/360037760193--Editor-2-0-Add-a-payment-to-your-document-or-template#h_01F1CCHDAG05G93JNRBN3N2G7Z
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22 votes
An error occurred while saving the comment Emily Cozzens
commented
Ability to change document title automatically or via API
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58 votes
An error occurred while saving the comment Emily Cozzens
commented
Customer would like to be able to share/copy templates between workspaces or separate accounts easily in-app without asking the Support team to copy the templates for them.
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217 votes
An error occurred while saving the comment Emily Cozzens
commented
Customer would like to use attachment blocks in Editor 2.0 the same way they worked in the Classic editor.
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11 votes
An error occurred while saving the comment Emily Cozzens
commented
Ability to map PD document value to Pipedrive deal value
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133 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.
Emily Cozzens
supported this idea
·
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70 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!
Emily Cozzens
supported this idea
·
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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 Emily Cozzens
commented
make subtotal calculate sans-discount/fee/tax, and make the regular total include discounts/fees/taxes.
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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!
Ability to match the order of line items shown in CRM when mapping products into PandaDoc.