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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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509 results found

  1. Sender Address in Contact description

    Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  2. Auto-correct feature in or chat or email portal.

    Auto-correct feature in or chat or email portal when submitting a request.

    3 votes

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  3. Mass-import of the existing Docusign documents into the PandaDoc document library

    3 votes

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  4. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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  5. On-Premises hosting

    3 votes

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  6. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  7. Antivirus should not trigger document status's to move to viewed.

    Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    3 votes

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  8. Pass punctuation through into Tokens

    Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  9. Document Workflow: Collect Shipping and Billing Details

    A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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  10. Option for installment payment on surcharges and not one time payment

    Option for installment payment on surcharges and not one one-time payment

    2 votes

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  11. Hide Stripe Surcharge in the document

    We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.

    At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.

    Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?

    Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…

    2 votes

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  12. [Notifications] Send completion alerts to internal stakeholders without giving document access

    Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.

    2 votes

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  13. PandaDoc verified badge

    We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.

    2 votes

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  14. HubSpot CPQ Support for Product Bundles

    Address limitation where only the main item with the total price is reflected in HubSpot line-items

    2 votes

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  15. [Payments] Support for Klarna Buy Now Pay Later

    2 votes

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  16. the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF

    when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.

    "Creator: PandaDoc.com (https://www.pandadoc.com

    Producer: PDF4U
    CreationDate: Wed Jun 4 16:18:18 2025 UTC

    2 votes

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  17. Disable the share via a link feature for the specific document

    Disable the share via a link feature for the specific document

    2 votes

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  18. SSO: Ability to login using email alias

    When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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  19. Generate a SCIM token on PandaDoc's end

    At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.

    2 votes

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  20. Contract Repository: Mandatory Data Fields for Contract Repository

    Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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