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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.

    2 votes

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  2. Moving/nudging form fields is too kludgy. This results in radio buttons and check boxes not aligning correctly with the underlying document. The end result is a document that lacks professional appearance and shows our customers that we lack attention to detail.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  3. autofill the recipient's location in the fields

    2 votes

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  4. Remove content library suggestion when adding a blank page to a template

    2 votes

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  5. the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters

    2 votes

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  6. hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?

    2 votes

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  7. We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

    2 votes

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  8. Xactimate direct integration with PandaDoc

    2 votes

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  9. 2 votes

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  10. Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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  11. Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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  12. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  13. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  14. insert pricing table on a table block

    2 votes

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    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!

  15. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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    0 comments  ·  API  ·  Admin →
  16. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  17. 2 votes

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  18. Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    2 votes

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  19. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  20. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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    0 comments  ·  API  ·  Admin →