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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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7148 results found

  1. ability to add custom bill value and delete pages/blocks for a document via mobile app

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. 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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  3. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  5. 1 vote

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

    13 votes

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  7. The option to change time zone for signature certificate.

    145 votes

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  8. signature and document forwarding in forms

    15 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  9. Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)

    1 vote

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  10. Option to make a form to be unpublished on an specific date

    1 vote

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  11. 1 vote

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  12. 2 votes

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

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    47 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. 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.

    20 votes

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  16. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 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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  18. 1 vote

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    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!

  19. 1 vote

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  20. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    9 votes

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