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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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  3. Support "Send via Business Email" feature via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.

    2 votes

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  5. 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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  6. Ability to make attachments and view attachments in mobile apps

    2 votes

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  7. Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  8. e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.

    2 votes

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  9. Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name

    1 vote

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  10. Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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  11. Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)

    1 vote

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  12. Option to set a given term as default for all the lines created from the catalog

    2 votes

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  13. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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  14. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  15. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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  16. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  17. Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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  19. Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. We'd like to export CPQs, tables as a CSV file

    4 votes

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