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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 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. 38 votes

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  5. 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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  6. to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

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

    33 votes

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  8. Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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  9. 32 votes

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  10. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Workflow  ·  Admin →
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  11. 29 votes

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    6 comments  ·  Other  ·  Admin →
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  12. 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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  13. 29 votes

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  14. 28 votes

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  15. 27 votes

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

    27 votes

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  17. hyper link image ev2

    27 votes

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  18. 27 votes

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

    26 votes

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