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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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536 results found

  1. 288 votes

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  2. Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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  3. 106 votes

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  4. When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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  5. 217 votes

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  6. Create and edit via API

    22 votes

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  7. Ability for other roles to accept the redlining suggestions

    2 votes

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  8. Account has recipients that do not have an email address

    6 votes

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  9. 1 vote

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  10. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  11. Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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  12. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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  13. 1 vote

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  14. It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  15. 1 vote

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  16. Have HR systems integration, preferable Bambu HR

    2 votes

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  17. i m trying to add a text box in table

    1 vote

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBg 


    Many thanks for your time! Have a wonderful day!



  18. I need a method to transfer variable values between pre-existing documents

    1 vote

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  19. Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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  20. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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