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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    6 votes

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    0 comments  ·  API  ·  Admin →
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  2. 2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. change color of font on recipients end for filling in fields

    6 votes

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  4. 6 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!

  5. 6 votes

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  6. A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.

    5 votes

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  8. I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
    Do Hubspot fields not pull into Rooms?

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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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!

  9. Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.

    5 votes

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  10. A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?

    For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).

    We might not be able to maintain/honor our current pricing that far in advance.

    5 votes

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  11. Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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  12. I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00

    5 votes

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  14. It would be nice to have the option to change the Room Owner or have it reassigned

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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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!

  15. Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
    value (e.g., 1000)
    formatted (e.g., $1,000.00)

    This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.

    5 votes

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  16. Ability to change background color in rooms.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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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!

  17. Ability to have different/separate company names for multiple whitelabeling accounts.

    5 votes

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  18. Ability to use the 'collect files' field with Smart forms

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc

    5 votes

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  20. 5 votes

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