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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 -
Master Theme change
Possibility to update all documents with the new theme without opening each template/item and choose the right theme.
32 votes -
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
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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28 votes
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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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Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes
Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes
23 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 use Radio buttons field in your documents is available within the system. Please see the link for more info: Radio buttons.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Inline comments for recipients
how do i enable recipients to add comments against document content fro response back?
23 votes -
Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces
Make API-Key available for EV2 and EV1/EV2 workspaces
23 votes -
Pricing table - Modifications
Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.
22 votes -
EV2: Add Images to Catalog Items for Pricing Table
Make a way to display images attached to catalog item inside a pricing table
21 votes
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