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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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535 results found

  1. 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 →

  2. Conditional fields available for Forms

    Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →

  3. [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 →

  4. SharePoint integration

    32 votes

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    1 comment  ·  Integrations  ·  Admin →

  5. 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 →

  6. 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 →

  7. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  8. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  9. 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 →

  10. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  11. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    28 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  12. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →

  13. Optional section in pricing table

    Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    27 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!

    https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options#h_01HGJGXJ5F4WXGZBTE2CWHFGP9

  14. Edit variables names

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released

  15. 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 →

  16. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →

  17. Completed to paid status manually

    27 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →

  18. The ability to change the name of the workspace

    26 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  19. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
    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

  20. 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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