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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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  1. 1 vote

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  2. Have the ability to import new Users via a CSV

    2 votes

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  3. receiving email updates when people in my company joins panda doc

    2 votes

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  4. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    6 votes

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  5. Option to export the list of expiring soon documents

    2 votes

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  6. Option to view documents from removed/archived Workspace

    1 vote

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  7. PandaDoc Notary via PandaDoc mobile app

    7 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!

  8. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  9. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  10. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  11. 3 votes

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  12. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  13. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    3 votes

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  14. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  15. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  16. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  17. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
    Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.

    4 votes

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  19. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  20. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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