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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 183 votes

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    22 comments  ·  Other  ·  Admin →
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  2. 136 votes

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    29 comments  ·  Other  ·  Admin →
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  3. 77 votes

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    8 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!

  4. 68 votes

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    13 comments  ·  Other  ·  Admin →
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  5. 65 votes

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    7 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!

  6. Archive documents

    58 votes

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    9 comments  ·  Other  ·  Admin →
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  7. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    40 votes

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    4 comments  ·  Other  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  8. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    34 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    32 votes

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    8 comments  ·  Other  ·  Admin →
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  10. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    31 votes

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    6 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!

  11. Working TOC in PDF files (after downloading).

    29 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    25 votes

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    3 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!

  13. 24 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  14. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. ability to enable multiple currencies on the dashboard

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  16. 22 votes

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    11 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!

  17. Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  18. Smart content: more than one rule, for example, "AND" conditional rule

    21 votes

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    3 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!

  19. Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  20. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    19 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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