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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. The ability to have custom fonts outside of Google fonts in EV2.

    79 votes

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  2. The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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  3. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  4. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    22 votes

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  5. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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  6. Would like a report to identify recipients by document status

    2 votes

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  7. Push the updates to custom object in Salesforce for notes

    3 votes

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  8. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 5 votes

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  10. 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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  11. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    134 votes

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  12. signature and document forwarding in forms

    16 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  13. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  14. 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!

  15. Automatic formatting mirroring in two columns of the table

    2 votes

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  16. 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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  17. 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.

  18. 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.

    186 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.

  19. 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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  20. 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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