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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability to send password-protected documents in bulk

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. customize triggers for Zapier setup

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Export recipients' data of the docs in a specific status

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. automation improvement change draft status to sent

    automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Remove arrow image in forward button from email notifications

    Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Integration with Pure Finance Group

    3 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  10. Configure the PandaDoc integration in Zendesk to only show on user pages.

    Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
    • The current integration is designed to be available on both Ticket and User pages in Zendesk Support.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Change background color in rooms

    Ability to change background color in rooms.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  12. Vanta integration

    DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Ability to search for documents based on their renewal date

    Have the ability to search for documents or filter based on their renewal dates.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Pass image from Salesforce to Pandadoc

    Pass image from Salesforce to Pandadoc

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Actions Required: Be more specific with the status

    Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Quote Builder: Custom Column Total

    Have the ability to add the total of the custom column in the totals tab.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. QuickBooks Online Taxes and Discounts

    Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. link document to another document

    When we have a signed agreement, that agreement can be linked to another agreement.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Embedded Editor: support Card details field

    Option to support the Card details field when using Embedded Editor (API).

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. Smart Form: Allow for fillable fields to relay

    Ability to pass in fillable fields (merge fields) for field default values (just like API) from a smart form into a document

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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