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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7487 results found

  1. Disable the option for the recipient to reply to the reminder

    3 votes

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  2. Hide the total unless the items are selected.

    2 votes

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  3. The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?

    2 votes

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  4. 2 votes

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  5. It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.

    2 votes

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  6. Make the verification be a mandatory setting so that the staff or document creator can't overlook it.

    1 vote

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  7. The feature to support recipient groups with embedded signing.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  8. When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.

    2 votes

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  9. Integration with n8n.io

    7 votes

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  10. Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.

    2 votes

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  11. Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.

    1 vote

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  12. Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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  13. Have a finalized option after resolving all the suggestions

    2 votes

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  14. Be able to show Auto-reminders coming from the document creator, not the document Owner

    1 vote

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  15. Customize the expiration time, not only the date. If I send a document at 14:37, I want it to expire at 23:59, not at 14:37. For example: I create a document at 14:37 on 01.12.2025. I want it to expire in 3 days. PandaDoc will now let it expire on 04.12.2025 at 14:37. But it does not make any sense to expire at this time. At our company all documents expire at midnight. I want to be able to customise the exact time of expiration, not only the date/day.

    1 vote

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  16. It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.

    2 votes

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  17. we need the email correspondence from the PandaDoc signing process (both your sends and recipient replies) to be logged in the activity log of the customers Hubspot account. We log all customer communication in HubSpot and now these emails are missing from our records as they do not transfer over.

    1 vote

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  18. The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.

    Some enhancements to improve this process would be:

    • Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.

    • Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.

    • Prompting the user that the approval workflow cannot be activated because it contains…

    2 votes

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  19. Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Looking for feature parity between PandaDoc US and EU server. I was generally not available that templates are not available, the new design is not available, rooms, mobile app etc. are not available etc on the EU Server. We need the EU server for regulatory reasons, so it's vital that this option exists. But finding out that it seems to be a less maintained/delayed version of PandaDoc US is frustrating, as this was not mentioned during the sales process. I'm worried about what other limitations I will find.

    1 vote

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