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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.

    3 votes

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    2 comments  ·  API  ·  Admin →
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  2. 3 votes

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  3. The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.

    3 votes

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  4. 3 votes

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  5. Ability to use the same email on different roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  6. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  7. Option to have identity verification before the Notary session

    3 votes

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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!

  8. Ability to use Klarna as a payment method via Stripe-connected accounts.

    3 votes

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  9. 3 votes

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    0 comments  ·  API  ·  Admin →
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  10. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    3 votes

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  11. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  12. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  13. Ability to adjust the installment dates after the document has been sent

    3 votes

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  14. Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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  15. Ability to populate variable value inside the Quote Builder just like with the Pricing Table.

    3 votes

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  16. When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
    Example Below:
    Template Name: Recurring Subscriptions Full Quote
    Document Name: {Company Name] [Create Date]

    3 votes

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  17. Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.

    3 votes

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  18. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    3 votes

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  19. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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