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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Give us back the ability to edit expiration dates without editing and resending a document.

    Give us back the ability to edit expiration dates without editing and resending a document. This has always been a feature and now it was removed with the latest update with no warning. Your help bot and articles give bad/outdated info and the latest update article says nothing change besides the look but thats not true.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  2. Add the ability to skip or remove the Collect Payment step at the document level (new editor)

    In the classic editor, we could add or remove payment on a per-document basis directly from the right-hand panel. This gave us the flexibility to decide at the time of creating a document whether payment collection was needed — without having to go back and modify the template every time.

    Since the new editor rollout, payment is now controlled exclusively at the template workflow level. If a template has a "Collect Payment" step, every document created from it is forced through that step with no way to skip or remove it on the fly.

    This is a significant workflow regression…

    2 votes

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    0 comments  ·  Workflows  ·  Admin →

  3. Require email verification before viewing a document via public link to accurately track viewers

    Currently, when a document is sent to a recipient via PandaDoc, anyone who opens the public recipient link - including internal team members - is recorded as a view in document analytics. There is no way to distinguish between an external recipient viewing the document and an internal employee accidentally clicking the same link.
    The requested feature: when a user clicks a document's public link, PandaDoc should prompt them to enter their email address before granting access. This would allow PandaDoc to:

    Accurately identify who viewed the document
    Distinguish internal (team member) views from external (recipient) views
    Optionally exclude known…

    2 votes

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    0 comments  ·  Other  ·  Admin →

  4. Remove payments in a document level

    On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →

  5. Customize manual reminder text

    Option to customize follow-up (manual) reminder text

    62 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  6. radio button set as optional field tags

    Client/prospect needs to set radio buttons as optional when creating documents from file upload using field tags
    Currently, the * optional modifier works for textfield, checkbox, dropdown, signature, date, and initials field tags (e.g., {textfield*____}), but not for radio buttons

    Radio buttons use a different syntax ({{radio:role:optId}}) and don't support the optional modifier

    This forces manual configuration after document creation, which doesn't work for automated workflows

    Request to add optional modifier support to radio button field tags for consistency with other field types

    1 vote

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    0 comments  ·  API  ·  Admin →

  7. Inline fields inside the table block

    Inline fields to be utilized inside a table block

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  8. Ability to Change Time Zone for Timestamp in Signature Certificate

    The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. editing content in quote builder

    Edit content directly within the columns without having to open the Edit Quote page.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. Roll back the change to the Template page.

    Adding an extra click to be able to start a new document is ridiculous. Tell your design people to learn something about UX. So annoying.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →

  11. Interface

    Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  12. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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    0 comments  ·  API  ·  Admin →

  13. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  14. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when…

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

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

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

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  16. introduce a new endpoint to return a list of related Notary requests from the input of a PD document-id

    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 →

  17. System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    3 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  18. Quote builder: ability to wrap product description

    I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".

  19. Support for national eID schemes

    Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    2 comments  ·  Esign & Notary  ·  Admin →

  20. Ability to switch between on demand and bring your own notary sessions.

    Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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