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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6922 results found

  1. Ability to prompt field tag recognition to documents imported in bulk.

    2 votes

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  2. 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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  3. 2 votes

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  4. 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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  5. Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Show non-PandaDoc documents not as attachments but as a part of PandaDoc document

    2 votes

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  7. Xactimate direct integration with PandaDoc

    2 votes

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  8. 2 votes

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  9. salesforce create documents from google docs

    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. Auto-populate name in the email based on Hubspot contacts

    2 votes

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

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.

    Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.

    2 votes

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  15. 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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  16. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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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!

  17. insert pricing table on a table block

    2 votes

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  18. 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 →
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  19. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  20. 2 votes

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