Settings and activity
93 results found
-
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!
An error occurred while saving the comment -
91 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!AdminYana Martynenko (Admin, PandaDoc) shared this idea ·
-
10 votes
Valeryia Baranava responded
An error occurred while saving the comment At this point, when you creating a document via bundling a few templates (that have signing order enabled), signing order is getting erased. The client would like to preserve it.
-
677 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 Smart tokens
1) the token that illustrates the price of a specific product;
2) Can plus to each other and sum up to be the same as total amount in the pricing table.An error occurred while saving the comment Option to divide in pricing table (10/2=5)
-
16 votes
An error occurred while saving the comment The ability to put the smart content block next to another block (for now you can only put it above or below another block).
-
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 specification: hide Expired and Declined documents from Home
An error occurred while saving the comment The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
-
16 votes
An error occurred while saving the comment If the the creator of the document is approver, the document is getting auto-approved.
-
33 votes
An error occurred while saving the comment In the scenario where 1) signing order is enabled 2) signer comes before the CC and 3) document is shared via link, there should be no 'X sent you document' notification for CC.
-
81 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
An error occurred while saving the comment Update inforrmation in Salesforce based on the changes in the PandaDoc document.
-
451 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 this release 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 Toggle to turn on/off the currency.
An error occurred while saving the comment Russian ruble in the pricing should look like 1,000â‚˝.
An error occurred while saving the comment Change the quantity of decimals (Ev2).
-
132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment Ability to preserve initial HubSpot number formatting when passing number to PandaDoc through variables. Current flow:
HubSpot initial value 10,000
How it reflects on the PandaDoc side: 10000.00An error occurred while saving the comment Environment: Hubspot integration, Contact object, Date of birth field.
Make this field pass the correct data even when its type is set to date.
-
27 votes
An error occurred while saving the comment The ability to check all the document for account (without logging into each workspace).
-
227 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 1. Link in the document that lead to the attachment
2. Download attachments with document PDF -
49 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 Import info from PandaDoc to Zoho.
-
379 votes
Hi there đź‘‹
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment Change the email on a send document Ev2
An error occurred while saving the comment Change the signer when the document is sent.
-
22 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!An error occurred while saving the comment Prefill fields on the form when it opens.
-
311 votes
Released to general availability
An error occurred while saving the comment The option to set up different names for the documents created from one form.
An error occurred while saving the comment Embed template: Is there a way to have a field in this option that populates the title of the document that is being completed? Im asking this to find a way to make the document easily searchable, otherwise the documents done in this format will all have the same name and would make it hard to search.
-
51 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 Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.
-
29 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 Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).
-
16 votes
An error occurred while saving the comment The option to
1) transfer pricing table on the following page
2) save pricing table headers on all the pages
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.