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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    7 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Document value currency

    Change the document value currency once the currency is set in pricing table.

    11 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    67 votes

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    20 comments  ·  Recipient Experience  ·  Admin →
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  4. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    146 votes

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    14 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  5. Pass product description from Pipedrive to PandaDoc pricing table

    Pass product description from Pipedrive to PandaDoc pricing table instead from comments

    34 votes

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    4 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  6. The ability to customize bullet points

    43 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  7. Export Field Data into CSV or Excel file

    Allow for information put into fields to be exported as a CSV or Excel file.

    151 votes

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    24 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  8. add column "date" to pricing table

    add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  9. Set design (bold, etc) via API

    design via API

    8 votes

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    2 comments  ·  API  ·  Admin →
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  10. Set Placeholder Defualts

    Have the ability to customize the default placeholder value for fields.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    19 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    133 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Different Header/Footers for Each Page

    Option to set the different header/footers for each page or to delete the it at all.

    153 votes

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    12 comments  ·  Content Editing & Design  ·  Admin →
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  15. Option to Not make a recipient as signer when assigned to a field

    Option to Not make a recipient as signer when assigned to a field

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Add a dynamic date field to put on templates

    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Card details field for QuickBooks

    16 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. profit&margin variables

    ability to use pricing tables profit&margin variables

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Ability to set Default Role when Inviting new Users

    If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Subtotal for columns in Pricing Table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

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