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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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2928 results found

  1. Ability to attach PDFs via Zapier

    7 votes

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  2. 6 votes

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  3. 9 votes

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  4. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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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!

  5. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    5 votes

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  6. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  7. 5 votes

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  8. A PDF of a paid document should include the PAID badge, the same as the web view version

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Michael from Autodesk reported that their PandaDoc document recorded 1 second of view time for each user shortly after they sent it.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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  11. 2 votes

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    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  12. sync pandadoc and zendesk sell contacts

    5 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  13. 3 votes

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  14. Automatic creation of blank page when the text leaves the borders of the previous page

    4 votes

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  15. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    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!

  16. For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    5 votes

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  17. 4 votes

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  18. 4 votes

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  19. Need the ability to update an existing draft document with data from a MS Dynamics record.

    3 votes

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  20. 4 votes

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