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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. 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 →

  2. 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 →

  3. User interface localization (German and French)

    40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →

  4. Netsuite

    Integration with NetSuite

    40 votes

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    3 comments  ·  Integrations  ·  Admin →

  5. QES Compliant

    Make PandaDoc QES compliant

    39 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  6. Recipient verification via SMS

    Recipient verification via SMS

    38 votes

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    3 comments  ·  Security & Compliance  ·  Admin →

  7. 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 →

  8. 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.

  9. 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 →

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

    34 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Pass field value from PandaDoc to Hubspot deal

    34 votes

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    3 comments  ·  Integrations  ·  Admin →

  12. 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  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  13. 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 →

  14. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    32 votes

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    7 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  15. 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 →

  16. Conditional fields available for Forms

    Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →

  17. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Admin →

  18. SharePoint integration

    32 votes

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    1 comment  ·  Integrations  ·  Admin →

  19. Option to hide unfilled / unpopulated variables during printing or sending the document

    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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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Multiple recipients to one signing order (groups in signing order).

    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  ·  Admin →
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