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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7098 results found

  1. autofill the recipient's location in the fields

    2 votes

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

    2 votes

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  3. Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.

    2 votes

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  4. Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.

    2 votes

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  5. Allow the approvers to initial/sign at the approval stage.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Ability to prompt field tag recognition to documents imported in bulk.

    2 votes

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  7. 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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  8. 2 votes

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  9. In-app/push notifications, for example, when the client opens a document/completes a document

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. 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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  11. 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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  12. Xactimate direct integration with PandaDoc

    2 votes

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  13. 2 votes

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  14. salesforce create documents from google docs

    2 votes

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

    2 votes

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

    2 votes

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  17. 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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  18. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 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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  20. 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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