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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7544 results found

  1. Selecting Time zone for Sydney Australia (UTC +11) AEDT

    Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Built-in automation to tag documents based on form field selections

    Built-in automation to tag documents based on form field selections

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. And/OR logic Smart content

    Are you able to use AND/OR logic within Smart Content?

    For additional context, we’re trying to conditionally surface legal terms based on what’s being purchased. For example:

    If the customer purchases only Product X, we want Legal Terms X to appear.

    If they purchase a combination of Product X and another product (Y, Z, etc.), we want a different set of legal terms to appear.

    If Product X is not included at all, then only the standard legal terms should appear.

    I also had one additional question: if we have separate pricing tables, is it possible to have a single…

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Pass Pipedrive Contacts variables to Pipedrive Deal variable

    cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Support for national eID schemes

    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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    2 comments  ·  Esign & Notary  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  6. Custom page sizes

    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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    15 comments  ·  Content Editing & Design  ·  Admin →
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  7. Variable Calculations: Basic Mathematical Operations

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

    64 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Auto populate CLI with Smart Content

    I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Download PDF: Show the Initials and Signature fields when downloading a Template

    Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Home: show just the completed status on the finalized view, and will not show signed

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

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. View the usage credits used with Make.com documents

    View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Automation: attach a document to a Salesforce Lead object

    Currently, this can only be done with Opportunities. Would like the option to do it with a Lead

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Reports: Ability to filter all documents

    Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  14. Home: document overview option

    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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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Duplicate steps of the CPQ workflow

    Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  16. Set Silent parameter at recipient level

    Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.

    Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments

    3 votes

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    0 comments  ·  API  ·  Admin →
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  17. Ability to limit the future dating range

    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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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to request an on demand notary from a specific state.

    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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    0 comments  ·  Esign & Notary  ·  Admin →
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  19. Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot

    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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  20. Allow Recipients to Self-Enroll in SMS Reminder Notifications

    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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    0 comments  ·  Recipient Experience  ·  Admin →
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