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Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 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 filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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20 votes
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content library preview feature for ev2
content library preview feature for ev2
19 votes -
API: Create Document Link for Editor 2.0 documents
Create Document Link for Editor 2.0 documents in API
https://developers.pandadoc.com/reference#link-to-a-document18 votes -
Document Expiration Date token
A predefined token for "Document Expiration Date
18 votes -
Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 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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Forms Compatibility with Zapier
Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible
16 votes -
Ability to Search HubSpot deals to link to
Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.
16 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Remote Online Notary feature
Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.
15 votesRemote Online Notary feature is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/4475526997655-Notarizing-documents
Have a wonderful day!
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Mapping of product from Salesforce into different pricing tables
Salesforce mapping of products into different pricing tables
15 votes -
Set up different colors and design for pricing table section headers
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
14 votes -
14 votes
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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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13 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 feature allowing to disable Link sharing has been released. Please see this link for more information:
https://support.pandadoc.com/hc/en-us/articles/360034510893--Editor-2-0-Share-document-link-with-your-recipientsHave a wonderful day!
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signing order in API call
Set signing order in API call (for documents created from PDFs).
12 votes -
12 votes
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Ability to add a border for the textblocks in EV2
Ability to add a border for the textblocks in EV2
12 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to add borders for Text blocks is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360021554873--Editor-2-0-Document-designHave a wonderful day!
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Change formatting for usual tables and/or pricing tables separately (EV2)
Introduce individual tables/pricing tables design options.
11 votes -
Additional filtering options for List Documents API call
Add possibility to filter by Date Completed and by token value.
10 votesPlease be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1 -
Add Clickable Table of Contents to Sidebar
Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.
10 votesHi there! Thank you for the feature submitted to PandaDoc! We do appreciate it!
The option to reflect Clickable Table of Contents on Sidebar is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360020850393--Editor-2-0-Content-Builder-BlocksHave a wonderful day!
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10 votes
The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com
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