Skip to content

Ideas to Improve PandaDoc

💡 Your PandaDoc ideas are getting a better home!
We appreciate all the feedback you’ve shared with our Product Team. This forum is now read-only as we've migrating to the new PandaDoc Community. Don't worry—your existing ideas and votes will come with us!
Join the PandaDoc Community and submit your ideas here.

Ideas to Improve PandaDoc

Categories

I suggest you ...

(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

772 results found

  1. ability to edit margin

    ability to edit margin

    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  ·  Quote Builder & Pricing table  ·  Admin →

  2. Attachments to the main document

    Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.

    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

    1 comment  ·  Content Editing & Design  ·  Admin →

  3. Advanced Search for document titles

    Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    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 →

  4. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 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

    39 comments  ·  Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

  5. Proposal Consultancy & Design Services

    1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 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 →
    Released  ·  Valeryia Baranava responded

    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 

  6. Add ANG or NAfl (Netherlands Antillean Guilder) for currency

    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

    2 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  7. The ability to change the name of the workspace

    26 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  ·  Settings, Workspaces & User Roles  ·  Admin →

  8. Update document using API

    Can update some field using api

    8 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

    1 comment  ·  Integrations  ·  Admin →

  9. Chrome Extension - List Document Numbers

    List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    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

    Released  ·  0 comments  ·  Other  ·  Admin →

  10. Ability to set default text color for product description in pricing table.

    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  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We're happy to let you know that there is a way to set a default pricing table line item description color. Please see these links for more information:

    Video guide.

    Help Center.

    Have a wonderful day! 

  11. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

    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 →

  12. Edit a sent document and save without resending

    Availability to edit a document after it was sent out and save the changes.

    107 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  ·  Content Editing & Design  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  13. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 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

    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Change doc sender via API

    Change doc sender via API

    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 →

  15. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    Can you request to have your designers update the new version to have variables be in order and not alphabetical

    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  ·  Fillable Fields & Variables  ·  Admin →

  16. identify how many times the templates have been used

    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  ·  Documents & Data Management  ·  Admin →

  17. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    109 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  ·  Approvals  ·  Admin →

  18. Move templates between workspaces

    2 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

    1 comment  ·  Templates & Libraries  ·  Admin →

  19. In-person signing without email

    In-person signing without email - for the senior care facilities where those signing do not have an email address

    22 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  ·  Recipient Experience  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.

    If you have any questions, please feel free to reach out.

    Igor | Product Team

  20. Specify days and time of auto-reminders

    customize the auto-reminder Time and Days

    42 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  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

1 2 … 14 16 18 … 38 39