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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7035 results found

  1. upload csv/excel as an editable content

    72 votes

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  2. 72 votes

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  3. Option for deleting multiple pages in a document or template.

    71 votes

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  4. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    71 votes

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    6 comments  ·  Approvals  ·  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!

  5. 69 votes

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    7 comments  ·  Other  ·  Admin →
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  6. Adding a watermark on the pages

    69 votes

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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!

  7. 68 votes

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    13 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!

  8. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    68 votes

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  9. 69 votes

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  10. Make the optional items in pricing table required for the customer to choose.

    68 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    68 votes

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    18 comments  ·  Approvals  ·  Admin →
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  11. Automatically download the attachments when opening the files added to collect files field

    67 votes

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  12. Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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  13. to be able to send the document even with unassigned fields.

    66 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  14. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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  15. ability to make images as dynamic field or as a variable

    66 votes

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  16. 66 votes

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  17. 64 votes

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    12 comments  ·  Forms  ·  Admin →
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    Hi there! 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!

  18. Availability to use custom variables for the forms (at the moment only role variables can be used)

    64 votes

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    9 comments  ·  Forms  ·  Admin →
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  19. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    64 votes

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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but 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!

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