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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    90 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

  2. Payment required to complete the document

    Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    54 votes

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    9 comments  ·  Recipient Experience  ·  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!

  3. Hide some pages from one of the signers / recipients

    Hide some pages from one of the signers

    43 votes

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    6 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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!

  4. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    Pop-ups when client is hovering over some parts of the document.

    38 votes

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    14 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


    We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  5. Norwegian localization (EV2)

    14 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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