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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Fonts for signatures - Set Default font option or Add Font for Signature Field

    43 votes

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  3. Sending PandaDoc's in bulk with verification code

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. We would like to be able to mass update Content library items in tables

    2 votes

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  5. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  6. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  7. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    4 votes

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  8. 4 votes

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  9. export document data on waiting for signatures into excel

    13 votes

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  10. bookmark a page or content of a document similar to Word

    2 votes

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  11. Ability to add GIF on headers

    1 vote

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  12. Ability to view document pages beside each other, like in Word

    2 votes

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  13. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    48 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  15. 1 vote

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  16. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  17. Ability to change the location of the product image in the pricing table.

    2 votes

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  18. 3 votes

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  19. 18 votes

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  20. Being able to change the editor's background in PandaDoc. Note: Not the page itself but the outer part of the page.

    (When customers are scrolling docs on their phone, the grey isn't a super perceptible shade which makes it hard for them to differentiate one page to the next)

    2 votes

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