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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

  1. 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 →

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

    34 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Pass field value from PandaDoc to Hubspot deal

    34 votes

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    3 comments  ·  Integrations  ·  Admin →

  4. 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 →
    Released  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view. 

    For more information, please review our Smart Content Help Center Article.

  5. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    7 comments  ·  Integrations - HubSpot  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/

  6. 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 →

  7. 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 →

  8. 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 →

  9. Conditional fields available for Forms

    Conditional logic for the forms.

    32 votes

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    3 comments  ·  Forms  ·  Admin →

  10. [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 →

  11. SharePoint integration

    32 votes

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    1 comment  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

    Sharepoint Integration.

  12. 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 →

  13. 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 →

  14. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  15. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  16. 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 →
    Released  ·  Valeryia Baranava responded

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

    We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.

    Have a wonderful day!

  17. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  18. 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 →

  19. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →

  20. 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

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