Settings and activity
13 results found
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1 vote
AdminLarry Xiao (Admin, PandaDoc) shared this idea ·
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30 votes
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!
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26 votes
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!
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37 votes
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!
An error occurred while saving the comment -
17 votes
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!
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1 vote
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2 votes
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10 votes
An error occurred while saving the comment Client wants the ability to display product descriptions in PDF even if they leave it uncollapsed.
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2 votes
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!
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26 votes
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!
An error occurred while saving the comment Clients need the ability to collect ACH through Authorize.net/PandaDoc
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16 votes
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12 votes
An error occurred while saving the comment Adding additional context from a current Canadian customer:
We are seeing increased regulatory and contractual requirements for data residency within Canada. For some organizations, Canadian data storage is not a preference but a compliance requirement.
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2 votes
An error occurred while saving the comment This is a client request
We are currently working with an enterprise customer using highly dynamic Salesforce-driven proposal workflows, and this limitation is becoming a major operational pain point at scale.
Current workaround:
The customer is creating concatenated Salesforce formula fields (combining Trade + LOD + Service + Region values) because PandaDoc Smart Content rules cannot currently evaluate multiple variables/conditions together.
This creates:
* large amounts of Salesforce field sprawl
* duplicate conditional content blocks
* template maintenance overhead
* operational complexity for RevOps/admin teams
* difficulty scaling template governance
Desired functionality:
* native AND/OR logic support
* multi-variable conditional evaluation
* grouped/nested conditions
* more advanced rule builder capabilities
Example:
IF Trade = Mechanical AND LOD = 350 → show section
Today this requires either:
* creating many duplicate blocks/rules
* or building Salesforce concatenation workarounds upstream
For enterprise customers managing many templates/services/business units, this becomes difficult to maintain very quickly.
This functionality would significantly improve scalability, governance, and maintainability for advanced Smart Content implementations.