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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 36 votes

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  2. Option to upload multiple files in a single collect files field

    35 votes

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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!

  3. Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

    35 votes

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  4. 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.

  5. Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    Idea  ·  7 comments  ·  Forms  ·  Admin →
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  6. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    35 votes

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  7. 34 votes

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  8. Fonts for signatures - Set Default font option or Add Font for Signature Field

    34 votes

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  9. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    34 votes

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    3 comments  ·  API  ·  Admin →
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  10. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    34 votes

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    3 comments  ·  Automations  ·  Admin →
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  11. delete a workspace or archive a workspace

    34 votes

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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!

  12. 34 votes

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  13. 34 votes

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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!

  14. Possibility to change subtotal/total manually.

    34 votes

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  15. Option for Pipedrive 2 way sync

    33 votes

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  16. Option to use Profit and Margin app with Quote builder

    33 votes

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  17. want to populate the smart content option based on the products used in the document

    33 votes

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    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

  18. Be able to use the Salesforce integration using mobile apps.

    33 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Ability to export all the users under the account/workspaces

    33 votes

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  20. Ability to fax PandaDoc

    32 votes

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