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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When opening the document on the PandaDoc website, Client can see the payment option in the right panel, as shown in Screenshot 1. However, when theyopen the document in the application using the PandaDoc editor, the payment option is not visible in the right panel, as shown in Screenshot 2.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  2. 1 vote

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  3. Hide the Timeline panel on the right side of the Overview page

    2 votes

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  4. Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.

    2 votes

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  5. Adding a filter parameter to List Documents API endpoint that would identify only documents sent using Bulk Send.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. The option to disable document download for Collaborators (guest license users).

    2 votes

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  7. upload Docusign to Pandadoc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Currently, we understand that only the first three active string-type custom fields enabled for sales forms in QuickBooks Online (QBO) are supported for data merge rules in PandaDoc.

    We would like to request the possibility of removing this limitation and enabling support for more than three custom fields.

    2 votes

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  10. Ability to create Custom Variables with drop-down listings

    2 votes

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  11. 2 votes

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  12. The ability to pass decimal pricing from PandaDoc pricing table to Quickbooks Online.

    1 vote

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  13. 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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  14. 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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  15. 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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  16. 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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    1 comment  ·  Integrations  ·  Admin →
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  17. 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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  18. Ability to have different/separate company names for multiple whitelabeling accounts.

    2 votes

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  19. 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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  20. 2 votes

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