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  1. 4 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  2. 9 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  3. 194 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  4. 5 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) commented  · 

    As per the client: "It seems that PandaDoc docs could be linked only to Salesforce Opportunity: it could be more useful to link docs to their Quote. Is it possible? For now, I have to create the PDF file in PandaDoc and then upload it as Related file. It’s a manual process, er prefer an automatic or a guided one.

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  5. 2 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) commented  · 

    As per the client: "We're a customer of a SaaS GRC product named Drata. Similar to Vanta, Drata is a quickly growing competitor in this space. GRC platforms like this are becoming more and more common because they automate and enhance continuous control monitoring and evidence collection associated with many security frameworks. Both Drata and PandaDoc appear to be very mature in their API capabilities. An integration with Drata will allow us to accelerate our sales cycle by enabling our customers to self-serve NDAs in our Trust Center so they can access our protected security certification and attestations, for example SOC 2 reports. Your competitor already has their integration completed. Please let me know if this is something you would consider adding to your roadmap. "

    AdminRachele Galang Ong (Admin, PandaDoc) shared this idea  · 
  6. 13 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  7. 31 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) commented  · 

    The ability to do more text editing in saved messages would be greatly appreciated. Basically the standard formatting you can do in Outlook with bold/italics, maybe font color, adding hyperlinks, etc.

    AdminRachele Galang Ong (Admin, PandaDoc) supported this idea  · 
  8. 286 votes

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  9. 12 votes

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  10. 31 votes

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  11. 32 votes

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  12. 3 votes

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  13. 10 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) commented  · 

    As per the client: " I want to see in my completed tab the expiry date (which I want to reset) - is that possible?"

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  14. 4 votes

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  15. 1 vote

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  16. 14 votes

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  17. 33 votes

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  18. 3 votes

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  19. 2 votes

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  20. 14 votes

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    AdminRachele Galang Ong (Admin, PandaDoc) commented  · 

    NEXT button should not miss or bypass any fillable fields whether the field is Required or not

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