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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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507 results found

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

    2 votes

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  2. 2 votes

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  3. 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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  4. Disable the share via a link feature for the specific document

    2 votes

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  5. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    2 votes

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  6. 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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  7. 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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  8. 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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  9. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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  10. 2 votes

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  11. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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  12. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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  13. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    2 votes

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  14. So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.

    It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.

    2 votes

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  15. Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

    2 votes

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  16. The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.

    2 votes

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  17. A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.

    2 votes

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  18. Option to edit suggestions made by signers so they can accept of reject them.

    2 votes

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  19. PandaDoc extension for Edge

    2 votes

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  20. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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