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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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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Button accept before signing the document from the clients' side.

    2 votes

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  6. 2 votes

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  7. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  9. 2 votes

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  10. Natively integrate with Zip procurement tool to compete with DocuSign's native integration supported via Zip.

    Function: Automates the purchase order process by integrating with PandaDoc for e-signatures after internal approvals are collected.

    Workflow: A purchase request is initiated in Zip, routed through necessary teams, and then sent to PandaDoc for the final signature process.

    Allow users to send zipForm documents directly to PandaDoc Rooms for signing and completion.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.

    1 vote

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  12. 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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    0 comments  ·  Forms  ·  Admin →
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  13. 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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  14. When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  15. We have put our finance department in CC to receive the completed document for administration. However, they ALSO receive the first e-mail when sending a document ("[Sender name] sent you a document"). Right now, there's no way to prevent CC'd recipients from receiving the initial "[Sender name] sent you a document" notification entirely. I would like to make it possible to ONLY send a completed document to the finance department. Now, administration gets a lot of unnessecary emails.

    1 vote

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  16. The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.

    1 vote

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  20. Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.

    1 vote

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