Skip to content

Ideas to Improve PandaDoc

💡 Your PandaDoc ideas are getting a better home!
We appreciate all the feedback you’ve shared with our Product Team. This forum is now read-only as we've migrating to the new PandaDoc Community. Don't worry—your existing ideas and votes will come with us!
Join the PandaDoc Community and submit your ideas here.

Ideas to Improve PandaDoc

Categories

I suggest you ...

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

137 results found

  1. Alerts to Sender when Document is not Viewed/Signed

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

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  Sharing & Collaboration  ·  Admin →

  2. Disable Document Sent for CC'd Recipients

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

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Sharing & Collaboration  ·  Admin →

  3. AI-Powered Request for proposal (RFP) / RFP Response Capabilities

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Sharing & Collaboration  ·  Admin →

  4. Signer can re-assign some fields to other people

    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

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Sharing & Collaboration  ·  Admin →

  5. Auto-Reminders For Bulk Send

    Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Sharing & Collaboration  ·  Admin →

  6. Track Changes (inline commenting, tracks who made changes and past versions)

    Track Changes (inline commenting, tracks who made changes and past versions)

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Sharing & Collaboration  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Sharing & Collaboration  ·  Admin →

  8. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  9. Change title [PandaDoc] Signed copy of "..." to a custom text.

    When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Sharing & Collaboration  ·  Admin →

  10. Documents via link sharing should only be accessible to the intended recipient

    Documents via link sharing should only be accessible to the intended recipient.

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  12. Notification for signed but did not hit the Finish button

    Notification for signed but did not hit the Finish button

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Sharing & Collaboration  ·  Admin →

  13. Auto-reminders per recipient

    Be able to set up auto-reminders per signer, not only per document

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Sharing & Collaboration  ·  Admin →

  14. Inline comments for recipients

    how do i enable recipients to add comments against document content fro response back?

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Sharing & Collaboration  ·  Admin →

  16. Filter the PandaDoc Inbox by "To sign" or "Signed"

    Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  17. Download specific pages of a document

    Be able to download a completed document's specific pages, to share separately.

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Sharing & Collaboration  ·  Admin →

  18. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →

  19. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Sharing & Collaboration  ·  Admin →

  20. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Sharing & Collaboration  ·  Admin →
2 4 5 6 7