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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Fattmerchant

    Fattmerchant Payment integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Qualtrics

    Native Qualtrics Integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. The ability to make the only available date the day each person signs

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Ability for recipients to view each pages after clicking Start

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Adyen

    Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Ability to remove the Report Spam button from emails

    12 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Pass additional information to a form via a url parameter

    We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables

    Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Search by Two Letters

    Client would like to be able to search two letters using the search function.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Sort template by the "Last Modified" date and see the date modified

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Google Forms

    Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  15. Automatic PDF for non-completed document: send the document as a PDF along with the email

    Attach a PDF copy of a document to an email regardless of this document's status

    34 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    17 votes

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    Idea  ·  7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. seeing the names of the categories on the left panel when hover over them

    seeing the names of the categories on the left panel when hover over them

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  18. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    33 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  19. Create dynamic options for document creation

    Create IF-statement for sending document - more dynamic options

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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