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Ideas to Improve PandaDoc

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  • 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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2928 results found

  1. Ability to save and retrieve attachments from Content Library.

    13 votes

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  2. Ability to add optional items as in pricing table to the simple table

    3 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!

  3. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    9 votes

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  4. 225 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  5. 32 votes

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  6. 7 votes

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  7. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    4 votes

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  8. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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  9. 16 votes

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    3 comments  ·  Approvals  ·  Admin →
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  10. Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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  12. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 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!

  13. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    33 votes

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  14. The option to draw in PandaDoc from the recipient's side.

    14 votes

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  15. to be able to send the document even with unassigned fields.

    68 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  16. Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    51 votes

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  17. 7 votes

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  18. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    10 votes

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  19. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    18 votes

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  20. Automatically send the document once it is approved.

    107 votes

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    19 comments  ·  Approvals  ·  Admin →
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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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