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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7164 results found

  1. receive email notifications when an automation or integration have issues

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.

    2 votes

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  3. When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.

    2 votes

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  4. When importing an expired document it should keep the expired status

    2 votes

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  5. Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.

    2 votes

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  6. Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  7. changing the user's username will not affect the username of old document

    1 vote

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  8. When downloading to word all formatting is moved and not ideal.

    0 votes

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  9. DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    3 votes

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  10. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  13. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  14. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  15. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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  16. Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.

    For example:
    Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335

    If the recipient adds more quantity, it becomes like this:
    Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,011

    2 votes

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  17. Direct integration within Salesforce Experience Cloud

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Have the ability to search for documents or filter based on their renewal dates.

    2 votes

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  19. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  20. Text style bold in the column name in the quote builder

    1 vote

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