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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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364 results found

  1. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Move templates between workspaces

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. Specify days and time of auto-reminders

    customize the auto-reminder Time and Days

    42 votes

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    6 comments  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  6. Phone number verification

    A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  7. Reporting: filter for trash documents

    filter that would allow excluding trash documents from the reporting

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Allow Recipients to re-assign the Signer!

    To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Conditional fields

    if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    519 votes

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    44 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.

    Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Released  ·  AdminMaria Fomenko (Admin, PandaDoc) responded

    I'm happy to announce that we've fixed the issue with files transfer ownership. 

    From now on, all files transferred to the new owner will stay in the same folder as  were originally. 

    You're welcome to share your feedback 

  11. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    123 votes

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    23 comments  ·  Content Editing & Design  ·  Admin →
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  12. Hide the left page reorder panel

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.


    Have a great day! 

  13. Hi , I'm looking to add social media links to my proposals, I want to have Facebook, Instagram, LinkedIn, Twitter and YouTube all on the sam

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!


    We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:


    Help Center.

    Video guide.


    Have a wonderful day!

  14. Contract negotiations (native redlining) in draft mode for internal use case.

    Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →
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  15. Ability to send multiple documents in one go

    Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    Fill Out Field Once & Auto-populate Across All Instances

    559 votes

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    62 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

  17. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.

    When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Datacenter / storage in EU

    EU datacenter.

    52 votes

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    4 comments  ·  Security & Compliance  ·  Admin →
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  20. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

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