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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Reporting feature: Content Library Export Report (with an ability to see what content library items are not being used)

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    45 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Move user(s) between workspaces

    Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    11 votes

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    1 comment  ·  API  ·  Admin →
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  6. Podio CRM

    Podio CRM integration

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. conditional approval based on QTY

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. Content Library search inside a folder

    Content Library search inside a folder

    13 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  9. Option to have a recipient to sign the document and forward it to another signer with saved field values

    Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    49 votes

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    9 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  10. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    21 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    152 votes

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    32 comments  ·  Documents & Data Management  ·  Admin →
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  12. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Create Powerpoints and Documents

    In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Renewal Reminder Customised Message

    It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    10 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Be able to customize the drop downs for reminders and expiry dates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Valeryia Baranava responded

    Dear Glenn,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.

    I appreciate your time and looking forward to hearing back from you!

  17. Percentage calculation

    The option to calculate percentage of a particular number.

    23 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    limit which templates / template folders a user can access

    190 votes

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    22 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this 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.

  19. Folders password protection

    Add password protection to specific folders inside PandaDoc

    34 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  20. Ability for SF fields to display two decimal places to match field formatting

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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