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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  2. 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!

  3. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  4. 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 →

  5. 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])

    28 votes

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    8 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

  6. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Quote to Cash  ·  Admin →

  7. Ability to search from Dashboard

    Search documents from the dashboard

    28 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  8. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    28 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. HIPAA Compliance

    28 votes

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    Released  ·  3 comments  ·  Security & Compliance  ·  Admin →

  10. 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

  11. 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 →

  12. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →

  13. Completed to paid status manually

    27 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava 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!
    Payments

  14. The ability to change the name of the workspace

    26 votes

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

  15. 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

  16. 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 →

  17. 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  ·  Quote Builder & Pricing table  ·  Admin →

  18. 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 →

  19. Hyperlinks in saved mesages

    26 votes

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    8 comments  ·  Other  ·  Admin →

  20. Support for national eID schemes

    Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    2 comments  ·  Esign & Notary  ·  Admin →
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