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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 135 votes

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    12 comments  ·  Other  ·  Admin →
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    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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!

  2. 112 votes

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    11 comments  ·  Other  ·  Admin →
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    Hi there! Thank you so much for your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  3. 91 votes

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    17 comments  ·  Other  ·  Admin →
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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. 65 votes

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    6 comments  ·  Other  ·  Admin →
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    Hi there! Thank you so much for submitting your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  5. Archive documents

    42 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  6. 34 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  7. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    34 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  8. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    27 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
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  9. 22 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  10. Working TOC in PDF files (after downloading).

    22 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  12. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    20 votes

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    2 comments  ·  Other  ·  Admin →
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  13. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    19 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  14. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    18 votes

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    1 comment  ·  Other  ·  Admin →
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  15. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    18 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  16. Hide IP addresses in document final report

    17 votes

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    5 comments  ·  Other  ·  Admin →
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  17. Custom payment dates in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    16 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  18. Change the document sender to any email without using Send on behalf.

    15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  20. Import Contacts using CSV file directly to Pandadoc

    14 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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