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  1. 81 votes

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    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    The customer is requesting the ability to zoom in on the document itself without scaling the entire PandaDoc interface. Today, the only workaround is using the browser's native zoom, which enlarges both the document and the surrounding UI, making navigation and reviewing longer documents cumbersome.

    From their perspective, this is a usability enhancement that would make reviewing and approving lengthy contracts more efficient. The business outcome they're looking for is a smoother document review experience with less time spent adjusting browser zoom and navigating the interface during contract reviews.

  2. 31 votes

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    Cloudkitchens has requested this

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  3. 9 votes

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    Client Cloudkitchens has mutiple use cases where smart content w/ bulk send is necessary

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  4. 2 votes

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    AdminLarry Xiao (Admin, PandaDoc) shared this idea  · 
  5. 30 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!

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  6. 26 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!

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  7. 37 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!

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    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.

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  8. 18 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!

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  9. 1 vote

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    AdminLarry Xiao (Admin, PandaDoc) shared this idea  · 
  10. 2 votes

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    AdminLarry Xiao (Admin, PandaDoc) shared this idea  · 
  11. 10 votes

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    Client wants the ability to display product descriptions in PDF even if they leave it uncollapsed.

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  12. 2 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!

    AdminLarry Xiao (Admin, PandaDoc) shared this idea  · 
  13. 26 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!

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    Clients need the ability to collect ACH through Authorize.net/PandaDoc

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  14. 16 votes

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    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  15. 12 votes

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    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.

    AdminLarry Xiao (Admin, PandaDoc) supported this idea  · 
  16. 2 votes

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    AdminLarry Xiao (Admin, PandaDoc) commented  · 

    This is a client request

    AdminLarry Xiao (Admin, PandaDoc) shared this idea  ·