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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. Alerts to Sender when Document is not Viewed/Signed

    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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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Recipient Draw option / Drawing field

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

    15 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Send documents with unassigned fields: No need to assign fields

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

    68 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  4. Software (offline) version of PandaDoc

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

    (offline signing)

    51 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  5. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    0 comments  ·  Localization  ·  Admin →
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  6. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

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

    10 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. When adding a presentation from canva should be able to change the page orientation to landscape in canva

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

    18 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Send the document automatically after approval

    Automatically send the document once it is approved.

    107 votes

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    19 comments  ·  Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  9. Recipient view: Turkish

    9 votes

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    1 comment  ·  Localization  ·  Admin →
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  10. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Save custom tokens/variables

    An option to save custom variables / tokens to be used across templates.

    33 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  12. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    46 votes

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    Solution Exists  ·  10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. More formatting options for numbering lists

    53 votes

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    10 comments  ·  Content Editing & Design  ·  Admin →
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  15. Change the sender

    Change the document sender to any email without using Send on behalf.

    24 votes

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    2 comments  ·  Other  ·  Admin →
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  16. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    38 votes

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    7 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  18. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    45 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Sort template by the "Last Modified" date and see the date modified

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Ability to turn off the location that appears in Audit Trail

    7 votes

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    1 comment  ·  Other  ·  Admin →
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