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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. 2 votes

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  4. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Be able to show Auto-reminders coming from the document creator, not the document Owner

    1 vote

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  8. Customize the expiration time, not only the date. If I send a document at 14:37, I want it to expire at 23:59, not at 14:37. For example: I create a document at 14:37 on 01.12.2025. I want it to expire in 3 days. PandaDoc will now let it expire on 04.12.2025 at 14:37. But it does not make any sense to expire at this time. At our company all documents expire at midnight. I want to be able to customise the exact time of expiration, not only the date/day.

    1 vote

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  9. Option to include the attach file to the completed signed document PDF

    1 vote

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  10. As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
    suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.

    Please add back in any file type attachment.

    1 vote

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  11. Option to manually change document status to sent

    1 vote

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  12. It would be helpful to have a feature that allows users to see the historical usage of PandaDoc credits.

    1 vote

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  13. The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."

    1 vote

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  14. Make "Shared with me" Documents searchable"

    0 votes

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  15. We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.

    Business Case:
    Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totals

    Users with multiple pricing tables (one per page/product) need these calculations without manual formula setup

    This would improve consistency and reduce setup complexity for multi-table documents
    Net and tax totals are as fundamental as gross totals for business documentation

    Current Limitation:
    While Document.Value sums gross totals across all pricing tables, users must manually create custom…

    1 vote

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  16. Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.

    1 vote

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  17. We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.

    1 vote

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  18. Be able to to unzip downloaded files with overly long file names.

    1 vote

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  19. Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.

    1 vote

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  20. Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.

    1 vote

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