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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  2. The ability to add Smart Content inside a table.

    2 votes

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  3. Option to get organization ID via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.

    It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.

    2 votes

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  6. 2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Option to have an expiration date as a filter under the Documents tab

    2 votes

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  8. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

    2 votes

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  11. 2 votes

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  12. A way to automatically delete fields from an assignee when removing such assignee/role from the document.

    2 votes

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  13. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    2 votes

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  14. Add a category column to the pricing table

    2 votes

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  15. Option to edit shared temlate

    2 votes

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  16. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. 2 votes

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  18. 2 votes

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  19. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  20. 2 votes

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