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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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206 results found

  1. 379 votes

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    39 comments  ·  Other  ·  Admin →

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

  2. 207 votes

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    26 comments  ·  Other  ·  Admin →
  3. 144 votes

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    34 comments  ·  Other  ·  Admin →

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  4. 83 votes

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    9 comments  ·  Other  ·  Admin →
  5. 76 votes

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    8 comments  ·  Other  ·  Admin →
  6. 71 votes

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    13 comments  ·  Other  ·  Admin →
  7. Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →
  8. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    43 votes

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    4 comments  ·  Other  ·  Admin →
    Not Planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  9. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
  10. 42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →
  11. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    41 votes

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    2 comments  ·  Other  ·  Admin →
  12. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    38 votes

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    9 comments  ·  Other  ·  Admin →
  13. Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →
  14. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    33 votes

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    6 comments  ·  Other  ·  Admin →

    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!

  15. Working TOC in PDF files (after downloading).

    33 votes

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    0 comments  ·  Other  ·  Admin →
  16. Smart content: more than one rule, for example, "AND" conditional rule

    32 votes

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    3 comments  ·  Other  ·  Admin →

    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!

  17. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    31 votes

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    4 comments  ·  Other  ·  Admin →
  18. 29 votes

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    6 comments  ·  Other  ·  Admin →
  19. Option to switch off "User joined workspace" notification for Admin users

    26 votes

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    1 comment  ·  Other  ·  Admin →
  20. 26 votes

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    8 comments  ·  Other  ·  Admin →
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