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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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527 results found

  1. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Admin →

  2. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    3 comments  ·  Admin →

  3. API endpoint link2CRM

    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 →

  4. Document sent variable that auto-populates

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

    40 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. User interface localization (German and French)

    40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →

  6. Netsuite

    Integration with NetSuite

    40 votes

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    3 comments  ·  Integrations  ·  Admin →

  7. QES Compliant

    Make PandaDoc QES compliant

    39 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  8. Recipient verification via SMS

    Recipient verification via SMS

    38 votes

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    3 comments  ·  Security & Compliance  ·  Admin →

  9. Customize Activity Reporting

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

    37 votes

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    4 comments  ·  Other  ·  Admin →

  10. Ability to choose a specific payment date for the recurring charge

    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  ·  Quote to Cash  ·  Admin →

  11. To automate a second document to be sent out once the first document was signed / completed

    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 →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

  12. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    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 →

  13. Add AND conditional approval statements

    Conditional approvals could benefit from the addition of the AND statement.

    34 votes

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    5 comments  ·  Approvals  ·  Admin →

  14. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    34 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. Pass field value from PandaDoc to Hubspot deal

    34 votes

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    3 comments  ·  Integrations  ·  Admin →

  16. Smart content based on the products selected / used in the document

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

    33 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  17. Master Theme change

    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 →

  18. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    32 votes

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    7 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. SMS Verification for API Created Docs

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

    32 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →

  20. Conditional fields available for Forms

    Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →
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