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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. 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 →

  2. Customize manual reminder text

    Option to customize follow-up (manual) reminder text

    62 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  3. 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 →

  4. 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 →

  5. 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 →

  6. 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 →

  7. 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 →

  8. 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 →

  9. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

    4 votes

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    0 comments  ·  API  ·  Admin →

  10. 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 →

  11. 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 →

  12. 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 →

  13. 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 →

  14. 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".

  15. 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 →

  16. 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 →

  17. In the Document SEND API endpoint,add a new [reply-to] input parameter

    In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.

    4 votes

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    1 comment  ·  API  ·  Admin →

  18. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  19. attachments

    When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  20. Rooms: option to arrange folders

    Option to arrange folders in Rooms

    9 votes

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    1 comment  ·  Rooms  ·  Admin →
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