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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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245 results found

  1. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  API & Integrations  ·  Admin →
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  2. User interface localization (German and French)

    40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →
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  3. QES Compliant

    Make PandaDoc QES compliant

    39 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  4. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →
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  5. Email Notification Indicating a Doc is Close to Expiring

    An email notification that is sent when a document is about to expire.

    35 votes

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    Released  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Conditional fields available for Forms

    Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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  7. Master Theme change

    Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    32 votes

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    Released  ·  4 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  8. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →
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  9. 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 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  10. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  11. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →
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  12. Pass currency formats from Salesforce

    When you pass a price, it's format should be passed too

    27 votes

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    4 comments  ·  API & Integrations  ·  Admin →
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  13. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  14. 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

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    Released  ·  5 comments  ·  API & Integrations  ·  Admin →
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  15. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Active Campaign integration

    25 votes

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    2 comments  ·  API & Integrations  ·  Admin →
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  17. [Text formatting] Subscript/Superscript

    25 votes

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    Released  ·  1 comment  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  18. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello 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

  19. 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 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  API & Integrations  ·  Admin →
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