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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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118 results found

  1. 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
  2. 10 votes

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  3. 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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  4. Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 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 →
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  6. Can update some field using api

    8 votes

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

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. 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

  9. 8 votes

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  10. 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 →
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  11. 7 votes

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  12. 7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 6 votes

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

    6 votes

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

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. 6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  17. 6 votes

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  18. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  19. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  20. 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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