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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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245 results found

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

    41 votes

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  2. 40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →
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  3. Make PandaDoc QES compliant

    39 votes

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

    35 votes

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  6. Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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  7. 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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  8. 29 votes

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    6 comments  ·  Other  ·  Admin →
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  9. 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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  10. 29 votes

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  11. 28 votes

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

    27 votes

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  13. hyper link image ev2

    27 votes

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

    26 votes

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  16. 25 votes

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  17. 25 votes

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  18. Ability to share whole folder to another workspace

    25 votes

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    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. 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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  20. Zendesk Sell Integration for EV2

    24 votes

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