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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7259 results found

  1. Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.

    1 vote

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  2. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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  3. Support numbered lists in DocX export

    1 vote

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  4. Offer customers need some guidance or may have a FAQ for a certain part of a document and being able to add helper text to near the fields that is deleted once signed would be helpful. We have talk about this feature being one of the best improvements the software that could be made to help our team.

    1 vote

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  5. Have an additional security of utilizing passwords in PandaDoc Rooms

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  6. Have a way for users to change PandaDoc (Including Help Center) language. This would help especially for when users are starting out with PandaDoc and consuming our learning materials.

    1 vote

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  7. Ability to select the type of documents displayed in the actions required section.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

    Summary:

    1. Drag and select tool (encircle form fields for quick actions like copy + paste)
    2. Assign multiple form…
    1 vote

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  9. Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.

    1 vote

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  10. When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.

    1 vote

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  11. After a user completes the signing process, the system should either:

    Redirect the user to a custom URL, or

    Display a customizable final destination page, where additional options, messaging, or actions can be presented.

    Benefits:

    ✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.

    ✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).

    ✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.

    Optional Enhancement:
    Allow users to edit or confirm final details (e.g.,…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.

    1 vote

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  13. Possibility where both the sender and the person they're sending on behalf of can receive email replies.

    1 vote

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  14. i would like to see a customizable payment portal, similiar with Stripe. Various shaped pay buttons, ability to change background color,font

    1 vote

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  15. Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.

    1 vote

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  16. Ability to layer elements on top of each other in terms of z-order.

    1 vote

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  17. Pass Total Tax from Zoho

    1 vote

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  18. To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.

    1 vote

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  19. Enable internal links – so that I can place a button which links to another page within the document.

    1 vote

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  20. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    1 vote

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