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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2929 results found

  1. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    188 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  3. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    50 votes

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    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!

  4. 19 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.

  5. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 votes

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    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!

  6. Hide some pages from one of the signers

    53 votes

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  7. move one team member from one workspace to another

    7 votes

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  8. Automatically add Pipedrive custom product fields to pricing table

    11 votes

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  9. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    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!

  10. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    3 votes

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  11. 45 votes

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  12. Set up field height and width while creating documents from a PDF via API

    11 votes

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    1 comment  ·  API  ·  Admin →
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  13. Content Library search inside a folder

    13 votes

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  14. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    49 votes

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    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. Make it impossible to send a document if the required variables are not filled in

    21 votes

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  16. 152 votes

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  17. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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  18. 190 votes

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    We wanted to share an update regarding this 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.

  19. Add password protection to specific folders inside PandaDoc

    34 votes

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    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!

  20. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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