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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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502 results found

  1. Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.

    1 vote

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  2. 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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  3. Currently, PandaDoc does not support GIFs on document export. The download will fail when trying to download a document/template containing a GIF. The only way to export a document containing a GIF is to remove the GIF and replace it with a static image.

    1 vote

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  4. Option to Disable Payment Reminders for Individual Documents.

    4 votes

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  5. Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.

    2 votes

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  6. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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  7. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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  8. Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​

    2 votes

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  9. Reporting: option to include recipients' phone numbers.

    2 votes

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  10. 2 votes

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  11. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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  12. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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  13. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  14. Option to clear read inbox

    1 vote

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  15. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    2 votes

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  16. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    2 votes

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  17. Show how long recipients spent on the entire document even if it was not completed.

    4 votes

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  18. It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.

    4 votes

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  19. Get a CSV file with a list of unique document links for all documents

    4 votes

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