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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 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!

  2. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  3. Would like to upload a “pdf” in the middle of content blocks

    4 votes

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  4. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    188 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  6. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    50 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!

  7. Automatic formatting mirroring in two columns of the table

    2 votes

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  8. There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
    It would be great to add this feature when you add a background image (to use media created by PandaDoc).

    1 vote

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  9. 19 votes

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    We wanted to share an update regarding the 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.

  10. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 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!

  11. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  12. Hide some pages from one of the signers

    53 votes

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  13. move one team member from one workspace to another

    7 votes

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  14. Automatically add Pipedrive custom product fields to pricing table

    11 votes

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  15. 13 votes

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  16. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 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!

  17. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    3 votes

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  18. add image on the form link

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  20. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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