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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  2. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  3. 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 →

  4. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  5. 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 →

  6. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →

  7. 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  ·  CPQ - 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

  8. Edit variables names

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. 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 →

  10. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →

  11. Completed to paid status manually

    27 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →

  12. The ability to change the name of the workspace

    26 votes

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

  13. 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

  14. 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 →

  15. discounted price per unit

    The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  16. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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

  17. Active Campaign integration

    25 votes

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    2 comments  ·  Integrations  ·  Admin →

  18. [Text formatting] Subscript/Superscript

    25 votes

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    Released  ·  1 comment  ·  Admin →

  19. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  20. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    4 comments  ·  Integrations  ·  Admin →
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