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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. Option to manually change document status to sent

    1 vote

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  3. Option to manually change document status to sent

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  4. 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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  5. 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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  6. Make "Shared with me" Documents searchable"

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  7. We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!

    1 vote

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  8. Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.

    1 vote

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  9. There seem to have been some changes to Pandadoc, and I was told that the Documents Overview screen can't be made the default screen again. Please bring it back!

    1 vote

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  10. Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.

    Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:

    Open the new PDF and the old PandaDoc template side-by-side.

    Read through both to find the differences.

    Manually copy the new, updated text from the PDF.

    Find the corresponding text box in the PandaDoc template.

    Delete the old text and paste in the new text.

    This is an extremely slow,…

    1 vote

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  11. It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.

    1 vote

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  12. Request the old layout back or to have the timeline visible again. Knock on effect with sales roles

    1 vote

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  13. Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    1 vote

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  14. Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.

    Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments

    1 vote

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  15. I inquired a few weeks ago in another ticket. Can you please confirm the number of API usage I have in a month and in a year? Also, your collague was able to break down the API usage per date, per document, but can you also break it down by workspace and document? thank you

    1 vote

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  16. Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.

    1 vote

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  17. 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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  18. 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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  19. 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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  20. 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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