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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2930 results found

  1. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  2. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  3. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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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!

  4. Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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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!

  6. Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    27 votes

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  7. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  8. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Option to make uploaded Notary signature darker

    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!

  10. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    27 votes

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    3 comments  ·  Approvals  ·  Admin →
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  11. 62 votes

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  12. Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    3 votes

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  13. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. enable/disable notifications setting via PandaDoc Mobile App

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  16. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    2 votes

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  17. Allowing Canva DOCS to be utilized in Panda

    3 votes

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  18. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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  20. 4 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!

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