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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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516 results found

  1. Conditional Approvals feature Parity for EV2

    41 votes

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  2. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
  3. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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  4. 40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →
  5. Integration with NetSuite

    40 votes

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  6. Make PandaDoc QES compliant

    39 votes

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  7. Recipient verification via SMS

    38 votes

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

    37 votes

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    4 comments  ·  Other  ·  Admin →
  9. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    35 votes

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    7 comments  ·  Payments  ·  Admin →
  10. 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.

  11. 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 →
  12. 34 votes

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  13. 34 votes

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

    33 votes

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  15. 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 →
  16. Smart Content feature for Pricing table

    32 votes

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  17. Be able to add SMS verification to docs created via API.

    32 votes

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  18. Conditional logic for the forms.

    32 votes

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

    32 votes

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  20. 32 votes

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    1 comment  ·  Integrations  ·  Admin →
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