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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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  1. 1 vote

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  2. Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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  3. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    38 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!

  4. Restrict document owner from resolving suggestions but leave this option only for document approver(s)

    4 votes

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  5. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    24 votes

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  6. 3 votes

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  7. Include on the audit trail what exactly has changed via approval workflow

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. 4 votes

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  9. iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  10. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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

  11. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  12. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  13. 2 votes

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  14. 1 vote

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  15. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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  16. We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  17. integration with payjunction payment gateway

    1 vote

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  18. 2 votes

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  19. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  20. Set a date range for recipients to choose from on date fields

    5 votes

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