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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7262 results found

  1. The customer needs to - set the number of months in the billing frequency so the contract term is calculated

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  2. We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Update the recipients without editing the completed document

    2 votes

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

    3 votes

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  5. Add fortnightly every 15 days billing options

    2 votes

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  6. 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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  7. Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
    Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
    Do you have any suggestions?

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. Option to support the Card details field when using Embedded Editor (API).

    3 votes

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    1 comment  ·  API  ·  Admin →
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  9. Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.

    We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.

    Why this matters:

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. I want the subtotal to be multiplied by 12

    2 votes

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  11. Ability to set a specific time for auto reminder what we only have is days

    2 votes

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  12. Outcome-based pricing - only pay if a specific result or outcome is achieved, such as No Cure, No Pay

    2 votes

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  13. Option to be able to identify who is accessing the room with full name plus email.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  14. 2 votes

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  15. For the CC receipient to receive the notification for auto reminders

    2 votes

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  16. HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD

    2 votes

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    • Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.

    This would enable mixed formatting in the same document — for example:

    A standard currency value displayed with 2 decimal places (e.g., $1,234.56).

    A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.

    2 votes

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  17. 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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  18. AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    2 votes

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  19. To have the option to set a time for notification since we do not want to receive notification during weekends

    2 votes

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