Skip to content

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

Categories

(thinking…)

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6986 results found

  1. Inbox, filter by status for documents

    Filter documents in Inbox by status

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.

    Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

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

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

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. pricing table subtotal add text

    Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Ability to get the IP or Identify who accesses the document using Audit Trail

    Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. content library export

    It would be great to have an option to export my content library

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. create a report from the documents created per recipient

    create a report from the documents created per recipient

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. Ability to See Attachments on Mobile App - Ios

    Attachments should be supported when viewing or signing on mobile app.

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Mobile  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 29 31 33 … 349 350
  • Don't see your idea?