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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7325 results found

  1. Ability to hide PandaDoc module in Copper

    Ability to hide PandaDoc module in Copper

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. PrintDriver

    It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. [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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  4. 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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  5. Formula to insert a date 1 year from now dynamically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. 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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  7. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. 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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  9. 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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  10. Ability to change the reference number format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. 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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  12. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    161 votes

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    23 comments  ·  Documents & Data Management  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  13. 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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  14. Ability to disable red indicator for required fields

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Automatically include Stripe fee as a column in the pricing table. 3.75% out of payment amount for credit card payments and 15$ for wire tr

    5 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. CFR-11

    CFR

    129 votes

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    14 comments  ·  Security & Compliance  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  20. 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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