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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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7194 results found

  1. Ability to make attachments and view attachments in mobile apps

    2 votes

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  2. e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.

    2 votes

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  3. Option to set a given term as default for all the lines created from the catalog

    2 votes

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  4. The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.

    3 votes

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  5. When downloading to word all formatting is moved and not ideal.

    1 vote

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  6. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  8. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  9. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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  10. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  11. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  12. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.

    2 votes

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  15. Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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  16. Ability to use the same email on different roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Text style bold in the column name in the quote builder

    1 vote

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  18. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  19. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 1 vote

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