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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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5387 results found

  1. remove all required fields at once

    7 votes

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  2. add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. 2 way sync with Monday

    69 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, 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.

  4. 10 votes

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  5. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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  6. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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  7. to change the decimals on the cell level

    18 votes

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  8. list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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  9. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  10. Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    24 votes

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    7 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  11. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    58 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  12. 1 vote

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  13. Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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  14. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  15. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  16. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  18. 6 votes

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  19. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    3 votes

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  20. 2 votes

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