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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.

    2 votes

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  3. Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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  4. We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.

    1 vote

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  5. Delete/remove "test" workflows within our environment that are partially complete.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. Hello PD team,

    I wish we had the ability to rename Quote Builders (instead of the default Quote 1, Quote 2)

    Our teams proposals generally can have 8-50+ quote builders on it, and Quote 1, 2, etc. is not helpful at all. The solution would be to give the ability to rename the quote builder just like you can rename the pricing table.

    1 vote

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  7. desired cost per seat and then the app would calculate the necessary discount

    2 votes

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  8. We would like to track CPQ workflows usage to see how our users are adopting the new process.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  9. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    2 votes

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  10. Customer needs the ability to use a drop down column on the quote builder step to pick the country code for the product that its being sold in. The country codes cant be manually added since this is something that needs to be one to one with what they are tracking in Salesforce on the opportunity product custom field. Having reps manually enter the country codes could potentially cause inconsistency across the platforms causing their product level reporting to be off.

    Having the ability to use a dropdown option with the country codes preset will remove any manual error that…

    2 votes

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  11. To have the option to hide text fields for a specific role set up on the document.

    2 votes

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  12. When trying to create a document, an option to have an email template so that we do not have to enter the email manually

    2 votes

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  13. roXtra is Quality & document control software for regulated industries (ISO, GxP).
    Key integrations include: Automate approval and signing of controlled documents, Centralize signed documents in roXtra, Maintain audit trails, Trigger PandaDoc workflows from roXtra

    2 votes

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  14. CRM and Program Management built natively on Salesforce, Traction Rec is a vertical solution tailored to: Community and recreation centers, Health and wellness nonprofits, Membership-based organizations

    2 votes

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  15. Address limitation where only the main item with the total price is reflected in HubSpot line-items

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Chained document logic and version-controlled document workflow where:
    A signed doc triggers creation of a new, modified version
    That new version inherits or references the signed one
    Applications include renewals, amendments, or rent-to-own transitions

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance

    2 votes

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  18. Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.

    2 votes

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  19. Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding

    2 votes

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  20. Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.

    2 votes

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