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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. The ability to pass decimal pricing to Quickbooks Online.

    1 vote

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  3. Currently, it seems the only option for managing outdated templates is to delete them. It would be helpful to have the ability to archive old templates instead. This would allow us to clean up our active template list without permanently losing documents we may want to refer back to later.

    An archive function would make managing our template library much more efficient while keeping historical versions accessible.

    1 vote

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  4. Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. It would be best to have a concept used to define how long a user can remain authenticated in an SSO environment before they are required to authenticate. This are mainly used for productivity reports

    2 votes

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  6. As a developer, I require the sessionview.document.loaded event in Embedded Signing to include detailed recipient status information. Specifically, I need to know if a recipient has completed their assigned fields (isdone - is used in API) immediately upon document load.

    This enhancement would allow for real-time updates and more dynamic user interfaces within my embedded signing workflow.

    Currently, the session_view.document.loaded event does not include any document loading information.
    By adding recipient status details, I can:

    Provide immediate feedback to users about their progress.
    Dynamically adjust the user interface based on recipient completion status.
    Improve the overall user experience…

    1 vote

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  7. The ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces. Currently, if you disconnect it from one workspace, it is disconnected from all workspaces

    2 votes

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  8. The recipients can edit the prices on the Pricing Table for negotiation.

    3 votes

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  9. It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).

    Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.

    3 votes

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  10. Ability to have different/separate company names for multiple whitelabeling accounts.

    2 votes

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  11. The customer would like the signer to select certain variables to fill out, and then they can hit submit on their forms.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. 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

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  13. 2 votes

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  14. I would like every document made from a specific template to get a tag automatically so they cannot forget

    1 vote

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  15. 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

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  16. 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

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    0 comments  ·  Forms  ·  Admin →
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  17. 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 date

    2 votes

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  18. Import contacts directly from Quickbooks Online

    2 votes

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  19. 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

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  20. 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 CRM

    While this request focuses on MS Dynamics, similar functionality would be valuable…

    1 vote

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