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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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  2. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    84 votes

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    Released  ·  12 comments  ·  Workflow  ·  Admin →
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  3. If then logic around content from the content library and the pricing table

    302 votes

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    Released  ·  Valeria Pochapskaya responded

    Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.

    Check out these helpful articles:

  4. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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  5. Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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  6. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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  7. 288 votes

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  8. Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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  9. 217 votes

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  10. Create and edit via API

    22 votes

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  11. Ability for other roles to accept the redlining suggestions

    2 votes

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  12. 1 vote

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  13. Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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  14. Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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  15. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Workflow  ·  Admin →
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  16. 1 vote

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  17. It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  18. 1 vote

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  19. Have HR systems integration, preferable Bambu HR

    2 votes

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  20. i m trying to add a text box in table

    1 vote

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBg 


    Many thanks for your time! Have a wonderful day!



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