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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    519 votes

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  2. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    362 votes

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    Released  ·  Valeria Pochapskaya responded

    Document Bundling


    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.


    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

  3. If then logic around content from the content library and the pricing table

    302 votes

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    Released  ·  Valeria Pochapskaya responded

    Smart Content


    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. 288 votes

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  5. 217 votes

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  6. Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

    191 votes

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

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

  7. format column color,
    change font size for Total
    Format color of the Pricing table footer

    190 votes

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  8. 168 votes

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

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

  9. A simple way to move and reorder pages in a document.

    161 votes

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  10. Ability to redline a document without leaving pandadoc.

    159 votes

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    11 comments  ·  Workflow  ·  Admin →
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  11. Merge cells in a table.

    154 votes

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  12. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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

    129 votes

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  14. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  15. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  16. Insert images in pricing table in Editor 2.0.

    121 votes

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  17. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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  18. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    110 votes

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  19. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    99 votes

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  20. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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