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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7544 results found

  1. Per-method toggles for Square payments

    melissa.maudsley@taxassure.com.au

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. ID check: send a notification when the expected name and verified name are different

    Comment from the customer:
    I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option to automatically minimize the right-side panel on document editor.

    Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability for HubSpot to work with the Service object

    Ability for HubSpot to work with the Service object

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. [Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.

    Keep the fonts after Word file was uploaded into PandaDoc.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Easier Access to the Document Repository More Options Menu (three dots - by each document)

    Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  7. API: Enable dynamic mapping of flexible payloads to tables without predefined structures

    The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  8. Create catalog items that are tax exempt

    Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Rooms: Hubspot variables support

    I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
    Do Hubspot fields not pull into Rooms?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. immediately send a webhook event to Salesforce, once PandaDoc document is linked to SF record, and not to wait for status change afterwards.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. re-sync or webhook replay feature

    PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.

    It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot

    According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.

    Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.

    Relevant HubSpot Documentation for your developers:

    Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference

    UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Option to keep the format when trying to copy a page from one document to another

    Option to keep the format when trying to copy a page from one document to another

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Reporting: Suggestions/ Comments

    Ability to filter or get data based on suggestions or comments.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Document bundle: Ability to drag and drop content from one document to another in the bundle

    Ability to drag and drop content from one document to another when having document bundle

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Embedded Editor: Configure Field Validation Rules

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. n8n for PandaDoc EU

    -

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Age Verification

    Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.

    Why this is needed

    In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).

    Expected functionality

    Verify the ID document as usual (existing feature)

    Extract date of birth from the document

    Automatically validate whether the person meets the legal age threshold

    Ideally, allow country-specific age rules depending on the…

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  19. Add AI Chatbot to the PandaDoc app for Mobile

    Make AI Chatbot available for the PandaDoc app for Mobile.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  20. Support Quote builder localisation on exported PDFs

    25 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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