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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Section where all fields on doc are grouped so you can see them all at once

    UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Procore

    integration with Procore to create and send documents

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Delete a document from inside of it

    Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Adding footnotes

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Delete Timeline from Dashboard

    The option to delete Timeline on the Dashboard.

    9 votes

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    2 comments  ·  Other  ·  Admin →
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  6. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. Partially mask fields

    Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact

    add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    25 votes

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    3 comments  ·  Other  ·  Admin →
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  10. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to link documents created via Zapier to a CRM record

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Send invoice when payment is made: Invoice with Paid windows

    The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  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.

  13. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Quickbooks Canada

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  16. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Ability to draw on the document/template

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Send completed PDF option without notification

    Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Larger signatures and Initials within the Fields

    Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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