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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    9 votes

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  2. Option to setup 2FA for all users at once

    13 votes

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  3. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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  4. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  5. The ability to add Smart Content inside a table.

    2 votes

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  6. Option to get organization ID via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.

    1 vote

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  8. It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.

    1 vote

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  9. Would like remove the icon to have less "noise" within the PandaDoc platform

    1 vote

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  10. Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    3 votes

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  11. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    5 votes

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  12. So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.

    It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.

    2 votes

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  13. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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  14. 2 votes

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    0 comments  ·  API  ·  Admin →
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  15. Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...

    If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…

    1 vote

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  16. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    1 vote

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  17. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. 3 votes

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  19. Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.

    5 votes

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  20. Option to have an expiration date as a filter under the Documents tab

    2 votes

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