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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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222 results found

  1. 194 votes

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  2. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    142 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!

  3. Possibility to send a payment reminder to the recipients in Editor 2.0

    121 votes

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    Hi there! Thank you so much for your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our immediate product roadmap for the next couple of months. 


    Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  4. 95 votes

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  5. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    91 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!

  6. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    85 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!

  7. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    45 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!

  8. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    42 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!

    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    41 votes

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  9. customize the auto-reminder Time and Days

    38 votes

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  10. 38 votes

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  11. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    36 votes

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  12. Be able to change the status of multiple documents at once.

    35 votes

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  13. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    29 votes

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  14. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    27 votes

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  15. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    27 votes

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  16. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    25 votes

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  17. Ability to remove "Document Sent" email notification for cc'd recipients.

    23 votes

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  18. Change the background on our emails from Panda.

    23 votes

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  19. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    22 votes

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