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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7290 results found

  1. The possibility of allowing customers to view their order/repair status. For example:

    Order Status

    Placed------Printing-------Shipped-------Delivered

    2 votes

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  2. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  3. Transfer Rooms between workspaces.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  4. Have an additional security of utilizing passwords in PandaDoc Rooms

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  5. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  6. Have a way for users to change PandaDoc (Including Help Center) language. This would help especially for when users are starting out with PandaDoc and consuming our learning materials.

    1 vote

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  7. Ability to select the type of documents displayed in the actions required section.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to add up just the values listed in the Price column

    2 votes

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  9. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

    Summary:

    1. Drag and select tool (encircle form fields for quick actions like copy + paste)
    2. Assign multiple form…
    1 vote

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  11. At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.

    1 vote

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  13. Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.

    3 votes

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  14. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    2 votes

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  15. When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT

    2 votes

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  16. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  17. a variable that would allow us to display the document currency on the document

    2 votes

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  18. When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.

    1 vote

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  19. After a user completes the signing process, the system should either:

    Redirect the user to a custom URL, or

    Display a customizable final destination page, where additional options, messaging, or actions can be presented.

    Benefits:

    ✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.

    ✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).

    ✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.

    Optional Enhancement:
    Allow users to edit or confirm final details (e.g.,…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. I'd like to change variable date format on separate templates/ documents that will override the general settings

    3 votes

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