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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7426 results found

  1. Bundles - Signature

    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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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Unpublish Form on the specific date

    Option to make a form to be unpublished on an specific date

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Send delivery failure notification to specific person

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Create Powerpoints and Documents

    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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  6. Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    Put "Submit Product Idea" button to the Top panel on ap.pandadoc.com

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. custom roles can be approvers in workflows

    allow custom roles be approvers in workflows

    9 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. Renewal Reminder Customised Message

    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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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Duplicate workspaces

    The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Be able to customize the drop downs for reminders and expiry dates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  11. Add recipient information in URL

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Percentage calculation

    The option to calculate percentage of a particular number.

    23 votes

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    Idea  ·  2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    Ability to create new status tiles for document management.

    150 votes

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    31 comments  ·  Documents & Data Management  ·  Admin →
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  14. Folders password protection

    Add password protection to specific folders inside PandaDoc

    34 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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. Ability for SF fields to display two decimal places to match field formatting

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. auto-update content used from shared folder

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Indent Table of Contents

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Contracts templates in spanish

    Have all the documents templates also in spanish, specially the contracts template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Ability to add product images via Dynamics 365.

    Ability to add product images via Dynamics 365.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Option to set a user as just an APPROVER of specific documents in a workspace

    Option to assign a user to be just a document approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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