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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7033 results found

  1. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  2. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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  3. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  4. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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  6. Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. We'd like to export CPQs, tables as a CSV file

    2 votes

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  8. Would be great if there is a data field option as a currency.
    This way we can use this variable as an item from quote to document display.
    D

    1 vote

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  9. Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue

    1 vote

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  10. So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.

    See Slack for Video (https://pandadoc.slack.com/archives/C0V1DPVT3/p1741101272995849?thread_ts=1741100353.345049&cid=C0V1DPVT3)

    1 vote

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  11. Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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  12. Integrate with JetPay payment gateway

    1 vote

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  13. Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:

    This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  15. For Notary use cases, where the Notary sessions are created through a user interaction, but there are numerous API interactions after, the client cannot automatically capture (and/or related) the notary-request and document identifiers from the manual interactions. If the document-id was monitored through webhook notifications, getting an API list of Notary-requests associated with that PandaDoc document-id input would be advantageous, but no such endpoint exists.

    There is no way to trace out the relationships, which is critical for downstream automations.

    3 votes

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    0 comments  ·  API  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Currently the last modified date of the document is not changed when the doc is relinked to a different CRM object. And this is huge in our case because that way we are just losing to the to to the deal basically because since we are fetching only those documents on the daily basis which were last modified for the last previous day, we are not catching those that have been for some reason like switch to the different object and on our side in the analytics part, it creates a lot of the head edge. Our expectation is that…

    3 votes

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  17. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  18. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  19. Being able to remove items from the section/column without actually removing them from the account.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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