245 results found
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API endpoint link2CRM
Link a document to an existing CRM record so document is displayed within CRM document list.
41 votes -
40 votes
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QES Compliant
Make PandaDoc QES compliant
39 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: Qualified Electronic Signature.
Have a wonderful day!
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Customize Activity Reporting
Customers can customize what should be included in a activity csv report file.
37 votesHi 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 customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Email Notification Indicating a Doc is Close to Expiring
An email notification that is sent when a document is about to expire.
35 votes -
Conditional fields available for Forms
Conditional logic for the forms.
32 votesConditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679
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Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
32 votes -
29 votes
It is possible to upload contacts using CSV via Google Contacts: https://support.pandadoc.com/hc/en-us/articles/1500004997122-How-to-import-Google-contacts
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Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.29 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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29 votes
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28 votes
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Pass currency formats from Salesforce
When you pass a price, it's format should be passed too
27 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
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Hyperlink image ev2
hyper link image ev2
27 votes -
Basic integration with Slack
Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
Please vote for this feature and let us know what would you expect to see in the integration!26 votes -
Advanced reporting combined for all workspaces
Customer would like to pull a report of all workspaces and filter by workspace.
26 votesAdvanced reporting combined for all workspaces is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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25 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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign.
Have a wonderful day!
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25 votes
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Share Folders between Workspaces
Ability to share whole folder to another workspace
25 votesHello 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 share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Enable validation of field values
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
24 votesText field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
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Zendesk Sell Integration for EV2
Zendesk Sell Integration for EV2
24 votes[Editor 2.0] Zendesk Sell: https://support.pandadoc.com/hc/en-us/articles/360059327093--Editor-2-0-Zendesk-Sell
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