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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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2977 results found

  1. change color of font on recipients end for filling in fields

    6 votes

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  2. 7 votes

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  3. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    3 votes

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  4. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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  5. 6 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. update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    4 votes

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  7. Make pricing table footer fields available for custom mapping

    4 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!

  8. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    3 votes

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  9. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
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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. Ability to attach PDFs via Zapier

    7 votes

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  11. 6 votes

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  12. 9 votes

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  13. 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!

  14. 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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  15. 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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  16. 5 votes

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  17. 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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  18. 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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  19. 2 votes

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  20. 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.

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