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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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7296 results found

  1. Ability to schedule when to send a document

    278 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.

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

    76 votes

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  3. 1 vote

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  4. Option to choose easily and change bold text in a document.

    will allow t he user to easily choose a text and change its properties.

    1 vote

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  5. 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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  6. We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.

    1 vote

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  7. 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.

    21 votes

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  8. 13 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    130 votes

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  11. add image on the form link

    1 vote

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

    3 votes

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  13. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  14. 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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  15. The option to change time zone for signature certificate.

    147 votes

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  16. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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  17. 1 vote

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  18. 6 votes

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

    42 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!

  20. 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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