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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  2. Have the ability to set a specific date on the document term instead of putting just the number of months.

    1 vote

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  3. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  4. 1 vote

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  5. 7 votes

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  6. 5 votes

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  7. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  8. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  9. automatically calculate the quantity in the table not in the pricing table

    2 votes

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  10. Ability to create Custom Variables with drop-down listings

    2 votes

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  11. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  12. Ability to copy and paste table to a different document

    2 votes

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  13. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  14. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  15. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  16. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    4 votes

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  17. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  18. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    4 votes

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  19. Ability to hide line item in pricing table using smart content

    2 votes

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  20. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    2 votes

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