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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7064 results found

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

    2 votes

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  2. 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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  3. 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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  4. 2 votes

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  5. 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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  6. 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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  7. 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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  8. 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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  9. Import contacts directly from Quickbooks Online

    2 votes

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  10. 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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  11. 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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    0 comments  ·  Automations  ·  Admin →
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  12. 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

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  13. 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 payments

    This 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

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  14. 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

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  15. 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

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    0 comments  ·  Mobile  ·  Admin →
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  16. Do not allow the recipient to view the document until they have made a full payment

    2 votes

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  17. 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

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  18. 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

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  19. 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

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  20. Use the card details field for another payment processor like Whop.

    1 vote

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