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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. Drawn signatures appear too light/gray on iPad during embedded signing — please allow opacity/pen thickness adjustment.

    Please add the ability to adjust the darkness/opacity (or ideally offer a black, solid-stroke option) for drawn signatures in embedded signing — either as a workspace setting, a document-level configuration, or an API parameter in the signing session configuration. This would significantly improve the signing experience for iPad users and ensure consistent, professional-looking signatures across all devices.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. The data does not seem to line up correctly e.g. the contract term variable is 36 months in Hubspot, but in Pandadoc it automatically pulls in 3 years. We want to make sure the terminology is consistent across our documents.

    2 votes

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  3. Allow managing two or more active workspaces via the Claude.ai PandaDoc connector simultaneously.

    2 votes

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  4. I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.

    1 vote

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  5. When a line item is marked as optional in the pricing table, it currently displays the full price and quantity even when unselected by the recipient. The only visual indicators that the item is not included are the greyed-out styling and an unchecked checkbox. In formal contract and proposal contexts, this creates a risk of misinterpretation, as recipients may read the visible price as part of the agreed total.
    The request is to provide an option for document creators to hide or zero out the price and quantity on unselected optional items, or to display a clearer visual distinction (such…

    2 votes

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  6. Ability to add a dropdown option directly to a specific position (i.e. Add below an existing option) instead of at the bottom by default. Each existing item should have the option to add another item below it, instead of just the remove option.

    2 votes

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  7. The ability to use drop-down fields within the quote builder for selection.

    2 votes

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  8. Allow bullets to be indented

    3 votes

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  9. Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv

    2 votes

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  10. Request to have a granular permission layer for pricing tables and content blocks that would allow document owners or template admins to:

    Lock the structural placement of a table or content block — preventing it from being moved, resized, or deleted by the document sender or recipient.

    Allow selective field interaction within that locked block — enabling reps to see and select drop-down options, enter values in designated fields, and fill in required information without risking accidental layout changes.

    1 vote

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  11. Can we fix the one line on text boxes where the comment field and gear icon overlap and you cant click on the gear icon.

    1 vote

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  12. Ability to enable In person signing on Account Level so newly created workspaces would adapt the setup.

    1 vote

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  13. No ability to currently see how many credits are used in each workspace

    2 votes

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  14. Add support for Salesforce's Groups functionality within the PandaDoc Salesforce integration, allowing grouped line items in Salesforce to be imported into PandaDoc while preserving their group structure.

    2 votes

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  15. 1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Currently, when we add smart content from the content library, it leaves a placeholder saying "Content auto-populates here based on [x] variable". That note is useful, but it's not useful that we can't see the content. I understand that if there are a few a long pieces of content that may be selected, it makes the template really long. But it would be great if we could toggle on/off a preview of the content in each placeholder so we can remember/visualize what's supposed to be there. At the very least, it should have the name of the content library items…

    1 vote

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  17. Sent and Completed Document Date in the PDF file name in Salesforce
    Currently this is appended as "... sent DD/MM/YYY" or "... completed DD/MM/YYY"
    This is great in principle, however the "/" symbol in the date is causing issues for us downstream in operations. Can those be changed to either a "-" or "."

    2 votes

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  18. Ability to download Content Library Usage Analytics Report in CSV format.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Our customers often print out a document before signing, for offline study. On paper, there is no clue that there are checkboxes or radio buttons for our options. Having a box there (checked or not) where the border of the field should be, like on the screen, would make the structure of the document easier to grasp.

    1 vote

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  20. There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.

    3 votes

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