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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7482 results found

  1. Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    98 votes

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  3. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    64 votes

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  4. To show just the completed status on the finalized view, and will not show signed

    3 votes

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  5. Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.

    2 votes

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  6. Inherit custom fonts uploaded and available in Templates when creating or editing the Home page

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  7. We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!

    2 votes

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  8. A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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  9. Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.

    3 votes

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  10. Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.

    This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…

    2 votes

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  12. 2 votes

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  13. Comment from the customer:
    I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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  15. PandaDoc has integration updates, which is something good. However, it will be of great help as well if there were a way for PandaDoc send Notification messages to clients like updates of mobile Devices.

    This way, the clients can decide if they want to update or refrain and just choose to update at a later time

    2 votes

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  16. Ability for HubSpot to work with the Service object

    2 votes

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  17. 9 votes

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  18. Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.

    2 votes

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  19. The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  20. Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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