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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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364 results found

  1. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →
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  2. 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 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  3. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  4. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →
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  5. Edit variables names

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Pass currency formats from Salesforce

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

    27 votes

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    4 comments  ·  Integrations  ·  Admin →
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  7. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →
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  8. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  9. 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

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    Released  ·  5 comments  ·  Integrations  ·  Admin →
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  10. Advanced reporting combined for all workspaces

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

    26 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Active Campaign integration

    25 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. [Text formatting] Subscript/Superscript

    25 votes

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    Released  ·  1 comment  ·  Admin →
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  13. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. 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 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Inline comments for recipients

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

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  Admin →
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  19. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Integrations  ·  Admin →
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  20. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

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

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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