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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  3. Add a PACKAGE between Essentials and Business.

    Many businesses only need to capture binding signatures, tracking, and maybe templates (current or owned business templates).

    Our type of business has no need for content library, forms, catalog, or any of the integrations.

    A package with business branding, capture binding signatures, tracking, templates, and other basic features like the dashboard in between ESSENTIALS & BUSINESS around $25 would be a good package to promote.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    6 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  5. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. Integration with LACRM

    2 votes

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  7. As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. inDesign compatibility

    3 votes

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  9. Option to apply a discount to all the pricing tables at once

    4 votes

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  10. Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    2 votes

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  11. integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  13. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    53 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

  14. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    10 votes

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  15. Bulk change document owner ability

    3 votes

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  16. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    9 votes

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  18. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  19. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    161 votes

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  20. At the moment by hovering it is possible to change only the width

    1 vote

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