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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

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

    4 votes

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  2. I was wondering if the webhooks can detected dupilcated documents, I am trying to track when a duplicated documents and make a workflow and when I complete a duplicated document it doesn't seem to pick it up when I test the webhook.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 10 votes

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    0 comments  ·  API  ·  Admin →
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  4. Have an additional security of utilizing passwords in PandaDoc Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. To update the HubSpot amount value based of the subtotal with the discount.

    1 vote

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

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    • 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. 5 votes

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  12. 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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  13. 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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  14. Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.

    2 votes

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  15. the question is more geared towards how does our payment platform (Ebizcharge) provider become a payment integration partner with pandadoc like Auth.net, square, paypal, stripe etc

    2 votes

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  16. After a user completes the signing process, the system should either:

    Redirect the user to a custom URL, or

    Display a customizable final destination page, where additional options, messaging, or actions can be presented.

    Benefits:

    ✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.

    ✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).

    ✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.

    Optional Enhancement:
    Allow users to edit or confirm final details (e.g.,…

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. The client would like to set validation for the column in the QB: if the discount is set to value > 0, then the column for reasoning (text) must be filled in as well.

    2 votes

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  18. Direct integration within Salesforce Experience Cloud

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.

    2 votes

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