Settings and activity
38 results found
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23 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information:
An error occurred while saving the comment An error occurred while saving the comment When the "Import from CRM" button is clicked update the description in the pricing table as well
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment How would I know what template is used in a certain doc?
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188 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
An error occurred while saving the comment Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
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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 For example, the value displays as 123,14 (comma)
But you can type it in only as 123.14 (dot)An error occurred while saving the comment For example, be able to display 20 instead of $20
An error occurred while saving the comment For example, we have price in $. The feature request is to be able to remove "$" from the "price", "subtotal", "fee", "tax" and "discount" columns and to be able to remove $ and % from "fee", "tax" and "discount" . At the moment (August 19 2020) it's not possible to show % in "fee", "tax" and "discount" columns, but if this functionality is implemented someday, the feature request is to be able to hide % as well.
An error occurred while saving the comment Ability to change the formula for the "total" amount in the pricing table footer
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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!
An error occurred while saving the comment Let's say there's a table with 3 columns:
Price per months
Number of months
SubtotalAt the moment the subtotal is calcuated automatically: number of months * months.
The feature request is to be able to input subtotal manually and have the system calculate the price per month automatically = subtotal/number of month
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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 For example, the following:
<div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>: Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job two power outlets one in the closet and one inside the drop ceiling of 111 Warren Ave. If we must drill to the electrical room in that building there will be a change order to account for the labor and materials.</span></div>Currently it is pulled as a plain text
An error occurred while saving the comment For example, at the moment line breaks are not passed. Be able to save the original formatting of product description and other HubSpot properties after the products are pulled from HubSpot into a PandaDoc 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 Be able to use the signing order + send the emails to multiple signers. For example, when signer #1 is the salesperson, and signers #2 and signer #3 are clients from the same company and either signer #2 or signer #3 should sign the doc
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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 Be able to update products in PandaDoc Pricing table with the opportunity products via clicking the "Refresh Opportunity info" button, which currently updates only SalesForce variables
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110 votes
An error occurred while saving the comment Erase only signature and initials when a doc is edited like it used to be in Classic Editor
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122 votes
The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
An error occurred while saving the comment Also can I change the font, size and style fo text?
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14 votes
An error occurred while saving the comment At the moment in Editor 2.0 the color of the pricing table row, which has the section name, inherits the color of a pricing table's header and it's not possible to change this behaviour
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96 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
An error occurred while saving the comment The "auto-alignment" feature doesn't allow to place a field properly, the only workaround is to use keyboard arrows. The feature request is to be able to turn on/off this feature to make more precise movements
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86 votes
An error occurred while saving the comment The order of the variables on the right should be the same as the order of the variables in a document
An error occurred while saving the comment Implement an ability to see the variables listed in the same order they were created in the document. ( currently [July 29 2020] they are placed in the alphabetic order only). The ability to switch the mode (alphabetic/time) will be very nice.
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11 votes
An error occurred while saving the comment Be able to manage document & signature forwarding for all documents globally, like reminders in Settings -> Settings
AdminVladislav Avsievich (Admin, PandaDoc) shared this idea ·
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3 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!
Passing information from HubSpot into PandaDoc (via fields)
Update Deal properties in HubSpot when PandaDoc document status changed
An error occurred while saving the comment Be able to populate PandaDoc fields with HubSpot variables
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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 Apply an additional discount if the document is signed before the specific date
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56 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 Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
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101 votes
An error occurred while saving the comment Restrict the download option for recipients/specific recipient
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46 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Select multiple images and set their sizes 50% of the original sizes, for example
An error occurred while saving the comment For example, make an image 50% of its original size.
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61 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 Be able to see the last login date to a workspace when you click on a user in Settings -> Billing -> Users
Pull line items that were added after the creation of the document after the usage of the "Import from CRM" button