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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Option to generate link and will not send the document

    When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. API Endpoint to Launch CPQ Workflow.

    Would like an API end point to launch a CPQ workflow from Salesforce.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Ability to add notes or comments on the Document List view

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. To have more then 300 webhooks per workspace

    Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number

    2 votes

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    1 comment  ·  API  ·  Admin →
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  5. Zoho 2 Way Sync: update variables from Zoho CRM

    Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Update Hubspot Property with PandaDoc document status.

    I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. [Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.

    After a Word document is imported, line spacing is not kept.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Disable the option for the recipient to reply on the reminder

    Disable the option for the recipient to reply to the reminder

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Advanced Pricing Table: Total

    Hide the total unless the items are selected.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Allow Admin to login as other users to verify account settings and/or troubleshoot

    As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Ability to select the placement of the logo on the completed document notification.

    The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Make.com for PandaDoc EU

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    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Be able to export document metadata to PDF

    It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. API: Embedded Signing for Recipient Groups

    The feature to support recipient groups with embedded signing.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  15. Change background color in rooms

    Ability to change background color in rooms.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  16. Refresh feature to populate role variables of recipients after document was created

    When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Remove inactive users automatically / auto-deprovisioning

    The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. n8n.io

    Integration with n8n.io

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Share templates with CLIs across workspaces

    Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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