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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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127 results found

  1. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  2. Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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  3. 0 votes

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    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

  4. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  5. 6 votes

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  6. increasing the current API rate limits for pdf upload and template creation

    4 votes

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  7. Add possibility to filter by Date Completed and by token value.

    10 votes

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    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
  8. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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  9. 1 vote

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  10. get the Document ​completion date via Public API

    1 vote

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  11. Update salesforce opp once the document is completed without Zapier.

    6 votes

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  12. 8 votes

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    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  13. Integrations: Support custom product fields in Pipedrive

    1 vote

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  14. Create and edit via API

    22 votes

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  15. pass variables/a variable to the document name through zapier

    3 votes

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  16. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  17. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  18. change document owner in API.

    5 votes

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  19. Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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  20. 1 vote

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