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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7249 results found

  1. [Missing Integration] Native integration with DayForce

    DayForce is Ceridian’s unified cloud HCM (Human Capital Management) platform, covering the full employee lifecycle:
    HR, payroll, benefits, talent management, scheduling, analytics, and compliance all within one system — powered by real-time data and AI. Ceridian engineers built a native integration with DayForce with key features like template support, streamlined envelope creation with dynamic recipient assignments, and tracking analytics.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Formula to insert a date 1 year from now dynamically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. add product after document completion

    allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot

    Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Merge field - Have the ability to skip the merge field if the CRM field is blank

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability to change the reference number format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Lock ability to create a document from an existing sent document

    Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Ability to disable red indicator for required fields

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Portfolio template

    portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  14. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    13 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. CFR-11

    CFR

    129 votes

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    14 comments  ·  Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this 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.

  16. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  18. conditional signatures

    to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    140 votes

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    32 comments  ·  Other  ·  Admin →
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  20. show doc value in the PandaDoc module in HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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