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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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…

    4 votes

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  2. When opening the document on the PandaDoc website, Client can see the payment option in the right panel, as shown in Screenshot 1. However, when theyopen the document in the application using the PandaDoc editor, the payment option is not visible in the right panel, as shown in Screenshot 2.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  3. DocuSign has a native integration with Vanta, offering:

    Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).

    Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.

    Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.

    ❌ PandaDoc does not have a native Vanta integration which hopefully can be available

    3 votes

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  4. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  5. Direct integration within Salesforce Experience Cloud

    2 votes

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  6. Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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  7. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  8. Have the ability to add the total of the custom column in the totals tab.

    3 votes

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  9. The text on the dropdown option should automatically aligned with the text format

    3 votes

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  10. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    3 votes

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  11. Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  12. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    4 votes

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  13. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  14. We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.

    2 votes

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  15. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 votes

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  16. Would like to be able to add attachments such as a PDF to the home page

    2 votes

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    1 comment  ·  Rooms  ·  Admin →
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  17. We'd like to export CPQs, tables as a CSV file

    4 votes

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  18. Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:

    This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…

    3 votes

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  19. SSO SCIM 2.0

    4 votes

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  20. As part of fraud detection measures, a PandaDoc client may want to parse the source ip-address (and geo-location tag) of all document signatures and run them through a fraud-detection service to see if any red flags are raised that need further investigation.

    3 votes

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    2 comments  ·  API  ·  Admin →
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