Skip to content

Ideas to Improve PandaDoc

ℹ️ 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

37 results found

  1. Send multiple docs in 1 email / Envelopes / API packages

    Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    362 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

    24 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
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

  2. Modify Dashboard: create filters, hide statuses

    The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 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

    22 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

  3. [Bulk actions] Upload multiple documents at the same time

    CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 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

    13 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

  4. Recover deleted documents

    Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 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

    Released  ·  4 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

  5. [Lister] Search documents by text

    The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 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

  6. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 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

    Released  ·  0 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

  7. [Dashboard] display workspace name on the Dashboard

    14 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

    5 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
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  8. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    12 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  ·  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

  9. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    11 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  ·  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
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  10. List all the documents, which require only my signature (Precompleted documents)

    It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 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  ·  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

  11. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 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

    Released  ·  0 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

  12. Search by document title only

    Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 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  ·  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

  13. Advanced Search for document titles

    Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 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

    Released  ·  0 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

  14. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 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

    Released  ·  0 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

  15. Upload a signed PDF instead of the original document at the point the status is changed manually

    Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 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  ·  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
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  16. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 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

    Released  ·  0 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

  17. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 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  ·  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

  18. Filter Documents based on Sender awaiting signature

    2 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  ·  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

  19. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 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  ·  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 cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 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  ·  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
← Previous 1
  • Don't see your idea?