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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. Hide the total unless the items are selected.

    2 votes

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  2. Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)

    1 vote

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  3. The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.

    1 vote

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  4. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text

    1 vote

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  5. Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration

    1 vote

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  6. Option to set an admin for each folder

    2 votes

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  7. The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.

    2 votes

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

    2 votes

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    1 comment  ·  API  ·  Admin →
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  9. Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.

    1 vote

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  10. I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.

    1 vote

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  11. We'd like to display PandaDoc in monday.com vertically

    1 vote

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  12. Currently, it's not possible to directly add existing products from your catalog into a Quote Builder via API (when creating documents via API with Quote Builder, all product information must be passed at the time of document creation, and products stored in PandaDoc cannot be used to populate Quote Builder)

    2 votes

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  13. The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.

    2 votes

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  14. A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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  15. I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.

    1 vote

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  16. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  17. The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.

    1 vote

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  18. We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. pulling a report on how many smart contents was used

    1 vote

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