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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. Include on the audit trail what exactly has changed via approval workflow

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. 4 votes

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  3. iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  4. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  6. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  7. 2 votes

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  8. 1 vote

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  9. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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  10. We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  11. integration with payjunction payment gateway

    1 vote

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  12. 2 votes

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  13. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  14. Set a date range for recipients to choose from on date fields

    5 votes

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  15. 1 vote

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  16. Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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  17. 1 vote

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  18. Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  19. Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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