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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7255 results found

  1. Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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  2. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  3. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  4. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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  5. Ability to add a checkbox without the need to assigning a role.

    1 vote

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  6. Ability to use both passcode & sms verification at the same time on a document

    1 vote

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  7. 1 vote

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  8. Ability to set up data merge for documents in Zapier.

    1 vote

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  9. Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  11. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  12. Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  13. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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  15. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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  19. Ability to pull Stripe subscription ID from product catalog

    1 vote

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  20. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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