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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

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

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  2. 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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  3. Ability to empty trash folder by bulk

    2 votes

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

    2 votes

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  6. 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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  7. autofill the recipient's location in the fields

    1 vote

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  8. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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  9. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    4 votes

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  10. Ability to use Klarna as a payment method via Stripe-connected accounts.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.

    4 votes

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  12. Remove content library suggestion when adding a blank page to a template

    2 votes

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  13. Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.

    2 votes

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  14. Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.

    2 votes

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  15. Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    5 votes

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  16. Allow the approvers to initial/sign at the approval stage.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Ability to prompt field tag recognition to documents imported in bulk.

    2 votes

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  18. Ability to automatically select the value from the dropdown field based on a conditional rule.

    2 votes

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  19. hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?

    2 votes

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  20. 2 votes

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