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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.

    3 votes

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  2. 128 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.

  3. 2 votes

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  4. Recipiet view in Hebrew

    24 votes

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  5. Allow users to annotate documents directly with freehand drawing tools, including the ability to draw, circle, highlight, or box specific areas of a document. This would enable users to visually call out, emphasize, or mark up content within a document.

    91 votes

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    Not Planned  ·  Molly Abrams 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!

  6. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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  7. 36 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. Option to sort the documents by completed date and time.

    15 votes

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  9. Ability to set up default tax for the pricing table

    53 votes

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  10. The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

    3 votes

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  11. 1 vote

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  12. Duplicate price column in a pricing table.

    6 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. wrap text and make text smaller when recipients add long responses to text fields

    18 votes

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  14. 2 votes

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    Not Planned  ·  Alessio Ragni responded

    Hi there,

    Thanks for sharing this idea. At the moment, this is not on our roadmap, mainly because the use case isn't fully clear to us yet.

    Currently, line items or products are pulled in and used as inputs for our quoting components — like the pricing table or quote builder. We're not planning any changes here for now.

    That said, if you have a specific scenario or workflow in mind, we’d really love to hear it! Feel free to reply here or drop me an email — happy to follow up and see if this is something we should explore further.

  15. Preview what one doc would look like before sending via bulk send

    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!

  16. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 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!

  17. 4 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!

  18. 14 votes

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  19. 7 votes

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  20. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    21 votes

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