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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be great to get the section totals to appear as variables vs. only the quote total.

    1 vote

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  2. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. Ability to remove a banner about the document limit for Free esign plan customers.

    1 vote

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  4. At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 2 votes

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  6. Have the ability to add the total of the custom column in the totals tab.

    2 votes

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  7. HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).

    1 vote

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  8. When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT

    2 votes

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  9. Ability to intelligently route responses to a specific inbox

    2 votes

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  10. At the moment the only way to manually update the document status is to navigate out and view all documents, then locate the document you want to change the status for. This process is cumbersome and our users are not doing it - there needs to be the option to update the document status from within the document view for the sender. Often our clients never sign a document, as they are not allowed to, but they can provide a PO number, so changing the document status on our end is frequently required.

    1 vote

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  11. a variable that would allow us to display the document currency on the document

    1 vote

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  12. Would like the ability to copy the information in the Quote Builder when duplicating a document. Currently, when duplicating a document, the quote builder is duplicated but reverts to the default products. In some cases, there can be 10 or more products that need to be manually added again to the quote. The "Transfer data to..." functionality also does not work in this use-case.

    1 vote

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  13. Ability to disable payment reminders in sent documents.

    1 vote

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  14. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    2 votes

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  15. 2 votes

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  16. Instamed to be added as an option for payment gateways

    2 votes

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  17. I would be fantastic to have an Image Library where we could create folders containing different sorts of images. Just like the template library. This would be very helpfull in creating templates faster. For example client references within different markets of product images in different folders.

    1 vote

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  18. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  19. Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

    2 votes

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  20. We do not want a quickbooks invoice sent immediately. We'd like the invoice to be generated once a contract is signed. We need the opportunity to split an invoice and generate custom payment terms.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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