Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    35 votes

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  3. 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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  4. 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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  5. 29 votes

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  6. 28 votes

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    5 comments  ·  Other  ·  Admin →

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  7. 28 votes

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  8. hyper link image ev2

    27 votes

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

    26 votes

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  11. 25 votes

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  12. 25 votes

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  13. 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

  14. 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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  15. Zendesk Sell Integration for EV2

    24 votes

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  16. Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes

    23 votes

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    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 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

  17. how do i enable recipients to add comments against document content fro response back?

    23 votes

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  18. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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  19. 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

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  20. Make a way to display images attached to catalog item inside a pricing table

    21 votes

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