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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. [Quote Builder]: Change default fonts

    Ability to change default fonts on the Quote Builder

    11 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Reschedule Notary

    I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    3 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the 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.

  3. Conditional rules for auto reminders

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. Admin to "Create Workspace" not possible

    When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  5. Option to generate a payment link

    • Will allow the user to generate a payment link
    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  6. Automations: Forms: Move created Sent or Completed Form Documents to a PD Folder or Google Drive

    Moving sent or completed documents to a selected PandaDoc folder or Google Drive - for Forms

    7 votes

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    0 comments  ·  Forms  ·  Admin →

  7. Auto-update document content if a content library item gets updated.

    7 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  8. [Quote Builder]: Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. MS word feature [excess text will go on next page]

    MS word feature [excess text will go on next page]

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  10. Variables in title with Forms

    Ability to use variables in title with forms,

    35 votes

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    4 comments  ·  Forms  ·  Admin →

  11. Ability to track multiple payments on one contract.

    Ability to track multiple payments on one contract.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  12. Bundling on Mobile App

    Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).

    12 votes

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    0 comments  ·  Mobile  ·  Admin →
    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!

  13. Integration feature with Zapier to change email subject

    Option in zapier to change the email subject went document is sent

    11 votes

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    2 comments  ·  Integrations  ·  Admin →

  14. Merge several tables into one

    Merge several tables into one

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  15. PandaDoc Notary in Canada

    Option to have PandaDoc Notary in Canada

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
    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!

  16. Ability to set up an alternative line item description from HubSpot.

    Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  17. Saved Messages - Notary

    Use Saved Messages when sending invites for Notary Sessions

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the 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.

  18. Link fields across templates

    The ability to utilize the link field feature i.e when templates/documents are bundled together.

    11 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  19. Zapier: Ability to extract recipient's attachments

    Ability to extract recipient's attachments via Zapier.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Automations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

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