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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Enhanced CSV capabilities for bundle and product options updates on Catalog

    Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Ability to add custom variables to PD contacts for use as role variables

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Expand scope of condition for approvals beyond document value etc

    Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  4. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  5. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  6. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  7. Power Automate

    Power Automate integration

    11 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Add new recipient after the document has been sent

    Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →

  9. Two separate roles with one signer

    Customer would like to be able to assign one recipient in two different roles with signing order

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  10. Generate Report based on Field/Variable Info

    The ability to create a custom Report using Fillable Field and/or Variable information.

    13 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  11. Product update news letter

    Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →

  12. Recipient group in bulk send

    Option to use recipient groups when sending documents via bulk send

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Template: Trash Bin

    Ability to restore templates

    8 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  15. Automation: Variables in Document Title

    Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →

  16. Presentation mode while being able to edit from the background

    Improve the presentation mode to go beyond a PowerPoint-style display. Enable the customer to view a document in presentation mode while allowing for edits to be made in the background.

    4 votes

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    0 comments  ·  Other  ·  Admin →

  17. Importing your Google contacts (postal address)

    Ability to include postal address

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  18. Pro-rate line items

    The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. Ability to set a primary owner of a workspace different than the Account Owner

    Ability to set a primary owner of a workspace different than the Account Owner

    12 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  20. Fillquick

    Integrate with Fillquick

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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