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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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6307 results found

  1. control how often senders and recipients get notified about document changes

    1 vote

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  2. For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    1 vote

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  3. delete a workspace or archive a workspace

    34 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!

  4. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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  5. Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)

    1 vote

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  6. Option to make a form to be unpublished on an specific date

    1 vote

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  7. automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.

    3 votes

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  8. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  9. 1 vote

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  10. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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  11. 1 vote

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    Dear Glenn,


    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.


    I appreciate your time and looking forward to hearing back from you!

  12. 1 vote

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  13. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  14. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  15. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    2 votes

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  16. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  17. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  18. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  19. When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    1 vote

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  20. Integration with Profile, intuit tax software

    2 votes

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