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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7148 results found

  1. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  2. resize textfield to make smaller in ev2

    3 votes

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  3. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  4. 3 votes

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  5. 3 votes

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  6. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  7. DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    2 votes

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  8. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  10. Currently, when multiple documents are combined to build a template in PandaDoc, the Table of Contents does not automatically populate all headers across the merged files. This feature aims to enhance document navigation by generating a unified Table of Contents that seamlessly includes all headings, regardless of the number of documents added. This will improve usability, organization, and efficiency for users handling complex multi-document templates.

    2 votes

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  11. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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  12. Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.

    For example:
    Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335

    If the recipient adds more quantity, it becomes like this:
    Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,011

    2 votes

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  13. Direct integration within Salesforce Experience Cloud

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  15. Ability to filter Zapier generated documents

    2 votes

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  16. Pass image from salesforce to pandadoc

    2 votes

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  17. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  18. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  19. automatically calculate the quantity in the table not in the pricing table

    2 votes

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  20. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
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