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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7203 results found

  1. Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    4 votes

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  2. When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 1 vote

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  4. 2 votes

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  5. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  6. 2 votes

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  7. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  8. The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 2 votes

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  10. Integration with SAP (S4HANA)

    2 votes

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  11. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  12. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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  13. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  14. Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Knowledge Based Authentication : Setup a customized questions for clients to answer

    1 vote

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  16. HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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  17. Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. 3 votes

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  20. We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

    If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

    We would like…

    3 votes

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