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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. Advanced Search for document titles

    Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  2. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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

  3. Proposal Consultancy & Design Services

    1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 

  4. Add ANG or NAfl (Netherlands Antillean Guilder) for currency

    4 votes

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    2 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  5. The ability to change the name of the workspace

    26 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  6. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  7. Chrome Extension - List Document Numbers

    List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  8. Ability to set default text color for product description in pricing table.

    1 vote

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:

    Video guide.

    Help Center.

    Have a wonderful day! 

  9. Edit a sent document and save without resending

    Availability to edit a document after it was sent out and save the changes.

    107 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  10. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    109 votes

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    6 comments  ·  Approvals  ·  Admin →

  14. Move templates between workspaces

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  15. In-person signing without email

    In-person signing without email - for the senior care facilities where those signing do not have an email address

    22 votes

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    6 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.

    If you have any questions, please feel free to reach out.

    Igor | Product Team

  16. Specify days and time of auto-reminders

    customize the auto-reminder Time and Days

    42 votes

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    6 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

  17. Phone number verification

    A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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    1 comment  ·  Recipient Experience  ·  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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.

    Have a wonderful day!

  18. Reporting: filter for trash documents

    filter that would allow excluding trash documents from the reporting

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  19. Allow Recipients to re-assign the Signer!

    To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. create library items via api

    create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →
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