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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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438 results found

  1. filter that would allow excluding trash documents from the reporting

    1 vote

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  2. 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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  3. 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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  4. 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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    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 

  5. 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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  6. 1 vote

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    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! 

  7. 1 vote

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    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!

  8. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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

    6 votes

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    1 comment  ·  Admin →
  10. 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 →
  11. Fill Out Field Once & Auto-populate Across All Instances

    559 votes

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    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…

  12. 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 →
  13. 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 →
  14. 52 votes

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

    8 votes

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    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!

  16. pull the Salesforce lie items in the same order they are in SF

    11 votes

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  17. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    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 use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  18. 92 votes

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    The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 


    Have a wonderful day!

  19. Ability to redirect a recipient to a custom URL when they complete a document.

    444 votes

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    Great news – redirect after completion is now available for all business and enterprise customers 🎉

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.

    We'd love your feedback!

    Igor, Product Team

  20. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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