Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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

Categories

(thinking…)

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

565 results found

  1. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.

  2. Save Field Data when resending/editing

    Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. [Fields] change the formatting for fields

    Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. export list of incomplete and viewed documents

    Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →

  5. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  12 comments  ·  Admin →

  6. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Integrations - HubSpot  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/

  7. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →

  8. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  9. 21 CFR Part 11 Compliance

    21 CFR Part 11 Compliance

    131 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    14 comments  ·  Security & Compliance  ·  Admin →

  10. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    Ability to turn off auto snap function when placing fields.

    96 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  Ellina Redvanova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  11. Add Clickable Table of Contents to Sidebar

    Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Admin →

  12. Catalog - Packs items

    May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Admin →

  13. Native PandaDoc Redlining

    Ability to redline a document without leaving pandadoc.

    159 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  Admin →

  14. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Admin →

  15. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →

  16. Allow for KBA: Knowledge Based Authentication

    Allow for KBA: Knowledge Based Authentication

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Security & Compliance  ·  Admin →

  17. template gallery in spanish

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Localization  ·  Admin →

  18. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  19. Merge cells in a table

    Merge cells in a table.

    154 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  4 comments  ·  Admin →

  20. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  10 comments  ·  Admin →
1 2 … 14 16 18 … 28 29
  • Don't see your idea?