Settings and activity
39 results found
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56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Nani Ancheta
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!
Nani Ancheta
supported this idea
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27 votes
An error occurred while saving the comment -
154 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Nani Ancheta
supported this idea
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94 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Nani Ancheta
supported this idea
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52 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 Nani Ancheta
commented
automatically set the size of the boxes (i.e initials, signature, and date) across each document - a way I can click it without having to resize it every time
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14 votes
An error occurred while saving the comment Nani Ancheta
commented
upload GOOGLE sheet to pricing table
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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 Nani Ancheta
commented
put the variable field name in this merge field, can I send data back to SFDC to update once customer completes
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
An error occurred while saving the comment Nani Ancheta
commented
a way to make all documents of a template go to the same document folder
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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 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 Nani Ancheta
commented
MATEMATICALS OPERATIONS WITH VARIABLES IN PANDADOC?
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Nani Ancheta
commented
I am wanting to store an image in Dynamics in a field in an Opportunity entity. Am I able to use a token or a custom variable to pull this image into a PandaDoc?
I am wanting to swap an image out depending on the value in a field.
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8 votes
Valeryia Baranava responded
An error occurred while saving the comment Nani Ancheta
commented
disable pop up for optional or required for text field in a table
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29 votes
An error occurred while saving the comment Nani Ancheta
commented
name field instead of textfield
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30 votes
An error occurred while saving the comment Nani Ancheta
commented
change document status from approved to completed
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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 Nani Ancheta
commented
add US when using the USD and $ in pricing table
An error occurred while saving the comment Nani Ancheta
commented
hide currency in pricing table
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDocÂ
Have a wonderful day!
An error occurred while saving the comment Nani Ancheta
commented
insert or copy from spreadsheet/ excel to pricing table/ table for editor 2
An error occurred while saving the comment Nani Ancheta
commented
Be able to copy and paste from excel to document table without losing the formatting in Editor 2
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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 Nani Ancheta
commented
add photo in the signature certificate
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Nani Ancheta
commented
ability to collect partial payment and collect the remaining on the same document
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31 votes
Hey 👋
Excited to share that non-sequential completion in the signing order has reached general availability and is now accessible to all users.
Please find more information in our help center.
We would appreciate any feedback.
Best regards,
Igor Stefaniuk
Principal Product Manager @ PandaDoc
An error occurred while saving the comment Nani Ancheta
commented
2 signers will receive the document at the same time in signing order.
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379 votes
Hi there 👋
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 Nani Ancheta
commented
to be able to edit the signers/ recipient info on a document level
ability to unhide columns to see the actual price of products before the markup.