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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7248 results found

  1. Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.

    2 votes

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  2. Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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  3. Delete/remove "test" workflows within our environment that are partially complete.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. desired cost per seat and then the app would calculate the necessary discount

    2 votes

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  5. Customer needs the ability to use a drop down column on the quote builder step to pick the country code for the product that its being sold in. The country codes cant be manually added since this is something that needs to be one to one with what they are tracking in Salesforce on the opportunity product custom field. Having reps manually enter the country codes could potentially cause inconsistency across the platforms causing their product level reporting to be off.

    Having the ability to use a dropdown option with the country codes preset will remove any manual error that…

    2 votes

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  6. To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.

    2 votes

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  7. roXtra is Quality & document control software for regulated industries (ISO, GxP).
    Key integrations include: Automate approval and signing of controlled documents, Centralize signed documents in roXtra, Maintain audit trails, Trigger PandaDoc workflows from roXtra

    2 votes

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  8. CRM and Program Management built natively on Salesforce, Traction Rec is a vertical solution tailored to: Community and recreation centers, Health and wellness nonprofits, Membership-based organizations

    2 votes

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  9. Address limitation where only the main item with the total price is reflected in HubSpot line-items

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Chained document logic and version-controlled document workflow where:
    A signed doc triggers creation of a new, modified version
    That new version inherits or references the signed one
    Applications include renewals, amendments, or rent-to-own transitions

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. German HR/payroll system used by multinationals for employee data, payroll processing, and HR compliance. Key integrations points include contracts, HR data sync, employee self-service, audit & retention compliance

    2 votes

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  12. Avature is a flexible ATS/CRM and talent acquisition platform, often used for recruitment and onboarding. Key integration points are offer letters & contracts, candidate signature workflow, document archiving and template customization.

    2 votes

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  13. Ariba is used for procurement, supplier management, and contract lifecycle management (CLM). Key integration points are contract authoring, signature workflow, audit trail sync and vendor onboarding

    2 votes

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  14. Zuora is the go-to platform for managing subscription billing and revenue, especially when you need automation, compliance, and flexibility in recurring business models. PandaDoc can complement Zuora for quote generation and e-signature.

    2 votes

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  15. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. 2 votes

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  17. Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.

    2 votes

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  18. It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.

    2 votes

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  19. duplicating the same product multiple times with different column values directly through rules.

    2 votes

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  20. When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental

    2 votes

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