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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7256 results found

  1. Variables contain formulas: Excel formulas

    Option to put formulas into variables similar to Excel

    94 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Send the document automatically after approval

    Automatically send the document once it is approved.

    93 votes

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    13 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    93 votes

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    13 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    93 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    92 votes

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    18 comments  ·  Templates & Libraries  ·  Admin →
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  6. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    91 votes

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    15 comments  ·  Security & Compliance  ·  Admin →
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  7. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    89 votes

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    16 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

  8. Calculated Variables in Pricing tables

    Ability to add variables in columns that are not just plain text so that they can be multiplied.

    89 votes

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    9 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  9. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    87 votes

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    15 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    86 votes

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    15 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Drawing lines and shapes

    The option to draw lines and shapes (like in Word).

    86 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

  12. Export Contacts List

    85 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Image library: bulk upload feature for images

    81 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  14. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 votes

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    12 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

  15. Close.io

    Integration with Close.io

    79 votes

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    13 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    đź‘‹ Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.


    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • đź‘Ť Upvote this post (if you haven’t already)
    • đź’¬ Leave a comment to share your needs
    • đź“… Schedule a quick call with me so we can understand your workflow better


    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

  16. Witness Signatures: Sign with a witness feature

    78 votes

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    8 comments  ·  Other  ·  Admin →
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  17. Option for deleting multiple pages in a document or template

    Option for deleting multiple pages in a document or template.

    76 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  18. Customize who receives email notifications

    As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    76 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts in EV2.

    76 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  20. Customize footer page numbers, font size, font color and margins and padding

    Customize footer page numbers, font size, font color and margins and padding

    75 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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!

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