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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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136 results found

  1. 12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  2. pull the Salesforce lie items in the same order they are in SF

    11 votes

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  3. 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
  4. 10 votes

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  5. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  6. Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  7. A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  8. Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  9. Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. 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

  11. 8 votes

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  12. Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
  13. 7 votes

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  14. 7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  15. Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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  16. 6 votes

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

    6 votes

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  18. view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. 6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
  20. 6 votes

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