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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. 5 votes

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  3. 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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  4. Auto update fields data in PandaDoc once Zendesk is updated

    1 vote

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  5. 1 vote

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  6. 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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  7. 1 vote

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

    133 votes

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  9. 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!

  10. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    13 votes

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  11. Automatic formatting mirroring in two columns of the table

    2 votes

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  12. The work Phone Field with a small triangle https://share.getcloudapp.com/NQu78XJd should be populated as a token. As for now, we don't have an option to add it to the PandaDoc token list. The workaround is to create a custom field.

    2 votes

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  13. 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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  14. 19 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  15. 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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  16. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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

    76 votes

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  18. 1 vote

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  19. 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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  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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