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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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443 results found

  1. Make PandaDoc QES compliant

    39 votes

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  2. 38 votes

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  3. Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →
  4. 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 →

    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.

  5. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →
  6. 34 votes

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  7. 34 votes

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  8. want to populate the smart content option based on the products used in the document

    33 votes

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  9. 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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    Released  ·  4 comments  ·  Admin →
  10. Be able to add SMS verification to docs created via API.

    32 votes

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  11. Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
  12. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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  13. 32 votes

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    1 comment  ·  Integrations  ·  Admin →
  14. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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  15. 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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  16. Pushing SKU from Hubspot to PandaDoc.

    30 votes

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  17. 29 votes

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    6 comments  ·  Other  ·  Admin →
  18. 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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  19. 29 votes

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  20. 28 votes

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