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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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  3. Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. 3 votes

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    1 comment  ·  Automations  ·  Admin →
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  5. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    3 votes

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  6. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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  7. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    3 votes

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  8. Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 3 votes

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  10. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 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!

  11. Need the ability to update an existing draft document with data from a MS Dynamics record.

    3 votes

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  12. 3 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!

  13. 3 votes

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  14. 3 votes

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  15. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  16. Hi Team,

    There is an option to automatically fill the date field with the signing date but not an option to automatically fill the date field with the document creation date.

    I'd like to see that introduced as an option.

    2 votes

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  17. I want to add the products in a table that can then be selected or deselected but I want the catalogue images to be populated in there

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. User Problem / Scenario:

    Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:

    • External documents disappear from the Home page view after 1 year.

    • Users cannot apply folders, tags, or status labels to external documents.

    • There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."

    • This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.

    Proposed Solution:

    1. Persistent Access: Allow external documents to remain visible in the…

    2 votes

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  19. In workspaces with 21 CFR Part 11 compliance, SMS verification is required. The phone number should auto-populate from the workspace user profile to reduce manual entry and support compliance workflows at scale

    2 votes

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  20. Currently, there is only a contact trigger, but we want deal triggers to be available

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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