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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  2. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Admin →

  3. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  4. E-Sign + ID Proofing

    Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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    1 comment  ·  Esign & Notary  ·  Admin →

  5. Date fields that automatically mark the date [x] days ahead of the current date or in relation to another date field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Option to customize or change the font or font size on fields

    Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. Ability to delete a user from all workspaces at once

    The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  8. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  9. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  Admin →

  10. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

    8 votes

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    3 comments  ·  Admin →

  11. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  12. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  13. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  14. Direct integration with Greenhouse

    Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  15. The ability to separate the payment per one document into multiple installments

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  16. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  17. Download as Word File

    8 votes

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    Released  ·  0 comments  ·  Admin →

  18. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →

  19. Ability to manually change document status via API

    8 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Variables for the quote builder

    Variables for the quote builder

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote data fields

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


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