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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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206 results found

  1. SSO: The main account has SSO setup, there should be a way or function to separate the main account and the branches account that shares the same domain configured in SSO

    1 vote

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  2. Customers need a way to export, download, or otherwise extract comments and suggestions (including resolved and declined ones) from a document into a separate file or format, without granting the recipient direct access to the original document as a collaborator.

    Current limitations:

    1. There is no way to download or export comments and suggestions
    2. Declined suggestions cannot be restored, only accepted ones via version history
    3. The only visibility option (View > Resolved comments and suggestions) is restricted to the document owner
    4. The only workaround is adding the other party as a collaborator with "Can view and comment" permissions, which some customers…
    1 vote

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  3. Have IP Addresses listed for view documents, not just completed documents.

    1 vote

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  4. Example use cases:
    - A pop-up to users who try to modify a template with a note that they're changing a prepared template
    - A flag to users who try to create a field in a document to capture Credit Card information

    Business outcomes:
    - Reduces business users going rogue and modifying pre-approved template language
    - Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant

    1 vote

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  5. Feature Request Summary:
    A customer using PandaDoc for digitally signed consumer contracts in Germany has requested a native compliance feature to support the new German law § 356a BGB (Burgerliches Gesetzbuch), which came into effect on June 19, 2026. This law requires an electronic withdrawal function (commonly referred to as the "Widerrufsbutton") for certain consumer contracts concluded online.

    What the customer is asking for:
    1. The ability to activate a legally compliant withdrawal button on specific documents or contract types.
    2. A built-in workflow that includes the following steps:
    - Consumer initiates withdrawal ("Withdraw contract")
    - Confirmation step for the…

    1 vote

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  6. Ability to select the type of documents displayed in the actions required section.

    1 vote

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  7. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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  8. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  9. In the Completed folder, there should be a way to highlight or mark which documents were already worked and which need follow-up. Too often I cannot remember where I left off and end up viewing the same documents over again.

    1 vote

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  10. Filter documents by currency.

    1 vote

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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. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →

    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!

  12. Customer would like to subscribe to news letter of any Product updates

    1 vote

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  13. The client wants to receive notifications some sort when there's a maintenance, bugs and outages.

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Lindsey Schocke responded

    PandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages. 

    You can find it here: https://status.pandadoc.com

  14. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 

    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.

    Have a wonderful day! 

  15. List document numbers on the Chrome Extension. This was a feature on previous versions of the extension.

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →
  16. 1 vote

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  17. Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Inbox


  19. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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