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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

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  2. Have the ability to search for documents or filter based on their renewal dates.

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  3. Exclude a specific page when sending document for signing.

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  4. text style bold in the column name in the quote builder

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  5. Would like to add a way to retrieve older versions of documents for business purposes. Such as Audits, etc.

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    0 comments  ·  Other  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. Hello PandaDoc team,

    We rely heavily on the content library to build modular templates. A major limitation we face is the lack of support for conditional logic (e.g. checkboxes or dropdowns) within content library items.

    Since our templates consist entirely of reusable blocks, we’re forced to manually reapply logic after inserting each one—this is inefficient and error-prone.

    Supporting conditional logic directly in library items would greatly improve our workflow and enable truly scalable, dynamic documents.

    Thank you for considering this improvement!

    1 vote

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  9. Add the option to use "Zeller" as a payment method

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    1 vote

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  11. At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.

    1 vote

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  12. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  13. Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Have the ability to choose a specific document to sync to HubSpot.

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  15. 1 vote

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  16. 1 vote

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  17. When creating a form, you can choose a specific number (x) of available submissions. This link can then be embedded into a website or shared with a selected group via chat or other channels. By introducing an (artificial) limitation, the offer becomes more exclusive and time-sensitive—encouraging faster action from potential respondents. Once the predefined number of submissions has been signed—starting with the first person, regardless of whether others in a group still need to sign—the form will automatically be taken offline.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. other triggers in automation like declined or expired

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. Update unit cost is the line item cost is changed in PandaDoc

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    0 comments  ·  Automations  ·  Admin →
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  20. The possibility of allowing customers to view their order/repair status. For example:

    Order Status

    Placed------Printing-------Shipped-------Delivered

    1 vote

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