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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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226 results found

  1. 1 vote

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  2. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

    1 vote

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  3. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    6 votes

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  4. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    51 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. 38 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


    We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. 10 votes

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  7. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  8. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  9. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  10. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  11. 6 votes

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  12. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  13. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  14. Client would like the option to save custom colors within pandadoc

    3 votes

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  15. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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  16. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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  17. 1 vote

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  18. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    32 votes

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  19. 3 votes

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  20. 11 votes

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