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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. Checkboxes field as Radio Buttons

    Add radio buttons

    288 votes

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    33 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  3. SMS Notifications: Send link by SMS text built into software

    106 votes

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    21 comments  ·  Sharing & Collaboration  ·  Admin →

  4. Updating Salesforce products based off optional items

    When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  5. Collect files field (Upload field EV2)

    Upload field ev2

    217 votes

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    Released  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  Integrations  ·  Admin →

  7. Redlining - allow recipients to accept suggestions

    Ability for other roles to accept the redlining suggestions

    2 votes

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  8. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  10. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Option signature fields

    Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Multiple recipients to one signing order (groups in signing order).

    Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Admin →

  13. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  15. Ability to remove the "you can sign up too" after a document is signed by a client

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  16. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. i m trying to add a text box in table

    i m trying to add a text box in table

    1 vote

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    0 comments  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


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

    Please kindly be advised that the feature allowing to add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBg 


    Many thanks for your time! Have a wonderful day!



  18. I need a method to transfer variable values between pre-existing documents

    I need a method to transfer variable values between pre-existing documents

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  19. Share templates and Content Library items in Editor 2.0

    Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →

  20. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Admin →
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