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Ideas to Improve PandaDoc

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  • 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

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5116 results found

  1. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    150 votes

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  2. Ability to schedule when to send a document

    145 votes

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    Idea  ·  13 comments  ·  Automations  ·  Admin →
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  3. The option to edit the Completed document with saving the signature.

    137 votes

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  4. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    133 votes

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  5. Find and Replace All feature in a document or a template

    128 votes

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  6. 128 votes

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    On roadmap  ·  25 comments  ·  Automations  ·  Admin →
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  7. 125 votes

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  8. 124 votes

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    Idea  ·  12 comments  ·  Other  ·  Admin →
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  9. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    116 votes

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  10. Native Xero integration

    114 votes

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  11. The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    112 votes

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    Hi everyone,

    We appreciate your feedback regarding the Page breaks topic. After a product and technical investigation, we released a few improvements.


    We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF rendering experience for multi-page pricing tables within PandaDoc. More information is available here.


    Additionally, we released a beta version of a few more features based on user requests regarding page breaks. We’ve added upvoters (organizations) of this feature to the beta tester group.

    What’s inside these beta version improvements?

    • Grand total cannot be alone on the next page if pricing rows are huge. Instead, it will move to the next page with 1 or 2 lines
    • If a section header is the last line in the pricing table on a page, it will move to the next page
    • Finally, we have added a feature that…
  12. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    112 votes

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  13. The option to change time zone for signature certificate.

    110 votes

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  14. Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    110 votes

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  15. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    108 votes

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  16. Possibility to send a payment reminder to the recipients in Editor 2.0

    106 votes

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  17. Option to set the different header/footers for each page or to delete the it at all.

    105 votes

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  18. 104 votes

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  19. Availability to edit a document after it was sent out and save the changes.

    96 votes

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  20. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    96 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →
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