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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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168 results found

  1. 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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  2. 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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  3. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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  4. 2 votes

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

    2 votes

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  6. 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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  7. 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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  8. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  9. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Section to view all documents I signed

    2 votes

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  11. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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  12. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    2 votes

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  13. permission to access reporting for Member role

    2 votes

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  14. There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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  15. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    2 votes

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  16. 2 votes

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  17. 2 votes

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  18. 2 votes

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  19. Example use cases:
    - A pop-up to users who try to modify a template with a note that they're changing a prepared template
    - A flag to users who try to create a field in a document to capture Credit Card information

    Business outcomes:
    - Reduces business users going rogue and modifying pre-approved template language
    - Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant

    1 vote

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  20. Feature Request Summary:
    A customer using PandaDoc for digitally signed consumer contracts in Germany has requested a native compliance feature to support the new German law § 356a BGB (Burgerliches Gesetzbuch), which came into effect on June 19, 2026. This law requires an electronic withdrawal function (commonly referred to as the "Widerrufsbutton") for certain consumer contracts concluded online.

    What the customer is asking for:
    1. The ability to activate a legally compliant withdrawal button on specific documents or contract types.
    2. A built-in workflow that includes the following steps:
    - Consumer initiates withdrawal ("Withdraw contract")
    - Confirmation step for the…

    1 vote

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