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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6950 results found

  1. Integration with Creator IQ (available in Docusign).

    2 votes

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  2. Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Currently, the total document value in the document bundle isn't calculated automatically, we need to customize the total document value

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. HubSpot CPQ Conditional approval based the variable:
    want to offer a trial and we write that language into, the contract or whatever. And we have a variable for trial length if it's 30 days or less, no approval, if it's more than 30 days needs approval. We want that to be free for the rep to set as they're generating the quote. That way they don't have to know for example, that they need to click the needs approval workflow, because, that's our blanket solution right now, which is, in this workflow, it just needs approval because, you are asking…

    2 votes

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  5. HubSpot CPQ workflow branching logic
    cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."

    2 votes

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  6. Allow for Versioning to edit HubSpot CPQ workflow
    Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize

    2 votes

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  7. The recipient must enter a passcode in order to download their documents

    2 votes

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  8. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  9. Option to customize / white-label Room URLs.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  10. do not skip non-required field when you finish the document

    1 vote

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  11. System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    2 votes

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  12. Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.

    2 votes

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  13. Ability to set a flat installment amount instead of percentages

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  14. SSA requirement is that the Blocks must be components of the signature BLOCK the signing certificate meets their record keeping requirements but not the requirements they have placed on the signature block

    2 votes

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  15. Ability to empty trash folder by bulk

    2 votes

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  16. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  17. I'd like to change variable date format on separate templates/ documents that will override the general settings

    2 votes

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  18. Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. autofill the recipient's location in the fields

    1 vote

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  20. Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides

    2 votes

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