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Ideas to Improve PandaDoc

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We appreciate all the feedback and ideas you’ve shared with our Product Team. Starting October 15th, UserVoice goes read-only as we migrate feedback to the new PandaDoc Community. Don't worry—your existing ideas and votes will come with us!

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Ideas to Improve PandaDoc

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3011 results found

  1. It would benefit to multi select several documents at the same time for a specific task.

    2 votes

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    0 comments  ·  Rooms  ·  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!

  2. Ability to upload more than 10 files to Attachments

    2 votes

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  3. 2 votes

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  4. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    2 votes

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  5. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    2 votes

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  6. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    2 votes

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  7. Ability to save whole document/contracts instead of per page only.

    2 votes

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  8. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. 2 votes

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  10. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    2 votes

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  11. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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  12. Option to see all users' notifications from all workspaces within MS Teams

    2 votes

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  13. 2 votes

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  14. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Option to use recipient groups when sending documents via bulk send

    2 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!

  16. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  17. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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  18. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    2 votes

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  19. 2 votes

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  20. Ability to extend the expiration date for the document recipient links.

    2 votes

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