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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

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7271 results found

  1. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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  2. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  3. Download signature created or uploaded in PandaDoc account

    3 votes

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  4. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    3 votes

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  5. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  6. For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  8. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  9. "I was wondering if I could assign a numeric value to a question in either a drop-down or with a radio button to create a score? Marketing survey style?" - johnny.kinnaird@workspan.com

    2 votes

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  10. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  11. Ability to export a list of CONTACTS who completed a document.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  12. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes

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  13. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  14. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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  15. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  17. Do not create a document with responses in case a recipient does not complete a form

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  19. Option to add automatically label for fields (next to them).

    1 vote

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  20. Add document uuid to the PDF downloaded.

    1 vote

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