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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 180 votes

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    17 comments  ·  Other  ·  Admin →
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    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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. 152 votes

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    19 comments  ·  Other  ·  Admin →
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  3. 113 votes

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    23 comments  ·  Other  ·  Admin →
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  4. 72 votes

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    8 comments  ·  Other  ·  Admin →
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  5. 66 votes

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    13 comments  ·  Other  ·  Admin →
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  6. 61 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!

  7. Archive documents

    51 votes

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    9 comments  ·  Other  ·  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!

  8. Compression feature within PandaDoc once downloading PDF (reduce size of PDFs)

    35 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.

  9. 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.

    30 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  10. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    29 votes

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    2 comments  ·  Other  ·  Admin →
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  11. When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving…

    28 votes

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

    24 votes

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    6 comments  ·  Other  ·  Admin →
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  13. Working TOC in PDF files (after downloading).

    24 votes

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    Idea  ·  0 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

    23 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  15. 22 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
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  16. ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  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.

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  18. 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

    19 votes

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    3 comments  ·  Other  ·  Admin →
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  19. Change the document sender to any email without using Send on behalf.

    18 votes

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    Idea  ·  1 comment  ·  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.

    17 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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