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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Integration with n8n.io

    7 votes

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

    5 votes

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  4. Have a finalized option after resolving all the suggestions

    2 votes

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

    1 vote

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen

    3 votes

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  13. The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Option to include the attach file to the completed signed document PDF

    1 vote

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  15. Face nossa necessidade de serviço, solicitamos que seja possível enviar mais de um lembrete de assinatura, por pessoa, por dia. A mesma pessoa pode precisar assinar mais de um documento, diferente, por dia, e essa restrição de assinatura está impactando negativamente o andamento de nossas tarefas.
    Exemplos:
    1) uma pessoa pode receber mais de um documento (diferente) para assinar;
    2) nossos técnicos precisam cobrar assinaturas de vários documentos, para vários usuários distintos, e a limitação de enviar os lembretes, está prejudicando esse procedimento.
    Essa funcionalidade de ser possível enviar lembretes diários para os usuários, era permitido anteriormente, na oportunidade que…

    1 vote

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  16. Have a docx or PDF document that is screen reader accessible on pleading paper

    2 votes

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  17. 2 votes

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  18. The new navigation makes it so that what I used to be able to do in one click now takes multiple. When I log in, it takes me directly to my drafts, but I am not the one creating the drafts. In order to get to the team drafts, I have to click on Team Dashboard, then Drafts. If I click directly onto "Documents," the drafts are intermixed with the other document statuses and there is no option to just see the drafts. So then I have to click back to Home > Team Dashboard > Drafts.

    This is not…

    1 vote

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  19. It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
    ​

    Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
    ​

    What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…

    1 vote

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  20. Option to hide a line item so the signer cannot see it, only the sender can see the item

    2 votes

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