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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7631 results found

  1. Would like to enlarge the signature field to easily draw signatures when sending document to clients.

    18 votes

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  2. I would like to know if billing start date will eventually be available in the quote builder.

    3 votes

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  3. Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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  4. Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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  5. Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    4 votes

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  6. Ability to remove a CC recipient from an Expired document

    2 votes

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  7. Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.

    2 votes

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  8. SSO SCIM 2.0

    35 votes

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  9. Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.

    2 votes

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  10. Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.

    2 votes

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  11. Request to have a public API endpoint to enable Stripe payments without manually doing it in the UI.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.

    4 votes

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  13. Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.

    2 votes

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  15. Because we have setup custom roles for each workspace (which works well so far) I have already seen there is no way to assign via the mapping rules a new user to multiple workspaces with different roles for each
    I can see that for a group name you can choose multiple workspaces to assign but they all need to apply the same role
    If I try to add more than one rule for the same group name with a different workspace/role then PandaDoc says group name already listed and cant save
    Not the end of the world but means if…

    2 votes

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  16. Allow a single identity provider (IdP) group to be mapped to multiple PandaDoc workspaces with different roles during SSO provisioning. Currently, a group can only appear once in the mapping table and all assigned workspaces must use the same role. Enabling more flexible mapping logic would help organizations with multiple teams and workspaces automate provisioning more effectively.

    2 votes

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  17. Hoping to have this feature on quote builder "to auto-hide the section when there are no products in it"

    2 votes

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  18. At the moment, the "Template updated" webhook trigger includes the following events:

    Changes to template name
    Changes to template roles
    Addition of a section

    The feature request is to extend the “Template Updated” webhook trigger scope to cover updates to templates fields (or possibly introduce a separate trigger "Template updates (fields)".

    2 votes

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    0 comments  ·  API  ·  Admin →
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  19. When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.

    2 votes

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  20. Currently, when a document is declined in PandaDoc, selecting a decline reason is optional. Making decline reasons required would ensure that every declined document includes clear feedback. This improves data quality and eliminates situations where documents are rejected without context.

    Capturing structured decline reasons helps teams identify patterns such as pricing objections, contract terms, timing issues, or client concerns. With more consistent data, organizations can generate more reliable reports, refine their proposals, and improve overall close rates.

    Requiring a reason before allowing a document to be declined would strengthen accountability, provide actionable insights, and support better decision-making across sales and…

    2 votes

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