Settings and activity
93 results found
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59 votes
An error occurred while saving the comment -
228 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently donāt 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 AdminYana Martynenko (Admin, PandaDoc) commented
Conditional logic.
Situation: contract, several pages.
The client selects options on page X and they are automatically illustrated on page Y.An error occurred while saving the comment The option to set the tax automatically depending on conditional factor.
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66 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of aĀ 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. -
144 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 Mobile phone number variable (in addition to phone).
An error occurred while saving the comment The possibility to import contacts custom fields.
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26 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news ā the feature you requested is available in the system with Quote builder (CPQ). For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/9454094843671-CPQ
An error occurred while saving the comment One client is wondering if we are thinking about adding a "Unit price" column in our pricing tables (it's crucial for their quotations).
They want this column to show a discounted price for 1 unit (item) and have a total in the end. -
110 votes
An error occurred while saving the comment Fields, filled in after sending the document, stay rather than disappear.
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8 votes
š New Pipedrive Integration is Live!
Weāve just rolled out the updated PandaDoc integration for Pipedrive!
Youāll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesnāt work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support ā weāre excited for you to try it out! š
An error occurred while saving the comment Changes in Pipeline for Pipedrive using native integration (no zapier).
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83 votes
An error occurred while saving the comment Cost field forĀ the catalogĀ item
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to create contract custom Follow Up emails.
An error occurred while saving the comment Change the background on our emails from Panda.
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192 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 Specific restrictions for custom roles (for specific folders / documents / etc).
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18 votes
An error occurred while saving the comment Share link via API ev2
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62 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 Change the approver's workflow on all the templates if changed on one.
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61 votes
Hi. We arenāt planning on building this into our feature set at this point in time since it doesnāt 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, donāt hesitate to give them an upvote!
An error occurred while saving the comment The option to see the last time the team member logged in.
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147 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 The option to send one document to multiple contacts so they won't see each other.
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40 votes
An error occurred while saving the comment PandaDoc in French.
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13 votes
An error occurred while saving the comment Enable back Send option in Ev2 (not only Finish).
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30 votes
An error occurred while saving the comment If a field is empty on copper, we should be able to push "empty" value inside PandaDoc instead of having the mapping value token written in yellow.
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307 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to edit uploaded PDF
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261 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The option to move Sent documents with saving their status.
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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 The option to have 2 different names for 1 email (in 2 different workspaces).
An error occurred while saving the comment Save several signatures under one profile. Ability to add multiple signers to a role
The option to combine in one pricing table fixed amount and variable amount (that varies).