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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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331 results found

  1. 2 votes

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  2. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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  3. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    2 votes

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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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  5. Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

    2 votes

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  6. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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  7. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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  8. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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  9. PandaDoc extension for Edge

    2 votes

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  10. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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  11. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  12. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  13. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  14. The ability for all PandaDoc responses to be captured in the Salesforce picklist.

    2 votes

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  15. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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  16. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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  17. 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!

  18. Download the body of the document email message

    2 votes

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  19. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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  20. PandaDoc as a Learning Management System

    2 votes

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