7064 results found
-
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
2 votes -
Forms variable
The customer would like the signer to select certain variables to fill out, and then they can hit submit on their forms.
1 vote -
Support SCIM Provisioning for the PandaDoc App in Microsoft Azure AD
Description:
A customer has reported that the current PandaDoc App listed in Microsoft Azure does not support SCIM (System for Cross-domain Identity Management). This limitation prevents automated user provisioning and de-provisioning via Azure Active Directory.The customer initially considered setting up SCIM but discovered that the app does not support it, stating:
"The PandaDoc App registered in Microsoft does not support SCIM. The developers of the app would need to implement that."
Impact:
Lack of SCIM support creates friction for IT admins managing user lifecycle at scale. Manual user management increases operational overhead and introduces security risks when users are…2 votes -
2 votes
-
document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
1 vote -
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
2 votes -
ability for the signer to modify his signed form
If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted
1 vote -
Add more recipient related fields in webhooks
Add fields related to recipients' data to webhooks, e.g.:
1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
2. Delivery date
3. Declined date2 votes -
Import contacts directly from Quickbooks Online
Import contacts directly from Quickbooks Online
2 votes -
Pipedrive: Push Notifications for PandaDoc Document Status Changes in Pipedrive
Users would like to be notified in Pipedrive when a PandaDoc document status changes.
The notification could trigger an activity or alert in Pipedrive, ensuring that users are aware of the document’s progress without switching between platforms.
2 votes -
Microsoft Dynamics: Document Status History Reflected in Notes with Links
Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.
Key benefits:
- Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
- Allows users to monitor document progress without leaving Dynamics
- Provides easy access to documents at any stage with a single click
- Maintains a comprehensive record of document lifecycle activities in your CRMWhile this request focuses on MS Dynamics, similar functionality would be valuable…
1 vote -
Multiple Options Selection in Drop Down
There should be an option to select multiple items in drop down field. Though there are checkboxes, but it will be great to have something less cluttered and easy to manage.
1 vote -
Payment Integration
Pinch Payment, who is interested in integrating their payment platform with us. Pinch payment is a payment apayment gateway in AU. They’d like to:
Send a document in PandaDoc and add a section for collecting credit card details
When the signer enters in those credit card details, the details are sent to Pinch Payments in order for us to store and process paymentsThis is going to be a big project for them. If this will work, they want to offer this as a solution for their businesses in Australia, of which they have around 2,000. This will likely result…
2 votes -
Pricing Table: Automatically remove the blank row
Have the ability to automatically remove the blank row in the Pricing Table when data merge is enabled and creating a document using Integrations.
2 votes -
When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app
Instead of the recipients signing the document inside of the PandaDoc app, this would open the document inside of a browser automatically when attempting to use the in-person sign feature
2 votes -
Make the document viewable only after payment
Do not allow the recipient to view the document until they have made a full payment
2 votes -
Pre Set a notification email template
I know we have an email notification Template we can choose when sending a document, it would be best to be able to select a pre- assigned Template instead of selecting everytime a document is sent out
3 votes -
Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote -
Quote formatting options: adjust layout
It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.
1 vote -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote
- Don't see your idea?