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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. Web-based SAML app in Google's catalog with auto-provisioning features.

    hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. 2-Way Integration with Salesmate

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. [Mobile app] In-app/push notifications

    In-app/push notifications, for example, when the client opens a document/completes a document

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Option to have in-person signing only

    We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Disabling the approval if the Approver is OOO

    Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Xactimate

    Xactimate direct integration with PandaDoc

    2 votes

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  7. adding multiple document types (Contract repository) to a template

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. [ARCHIVE] Creatr documets from GDocs in SFDC

    salesforce create documents from google docs

    2 votes

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  9. Salesforce - Opportunity Product update in Draft status

    Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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  10. Auto-populate name in the email based on Hubspot contacts

    Auto-populate name in the email based on Hubspot contacts

    2 votes

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  11. Option to generate a report of all documents on the account for which new links have been generated

    Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Embed JavaScript for Auto complete on Forms

    Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content

    Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.

    Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Customize the prompt for blank variables

    Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. insert pricing table on a table block

    insert pricing table on a table block

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to manage API developer logs.

    Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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  17. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  18. Integration: appfolio property management software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Automatically upload documents from a file storage solution to PandaDoc for processing

    Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  20. Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs

    Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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