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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5910 results found

  1. Button accept before signing the document from the clients' side.

    2 votes

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  2. 2 votes

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  3. api revision number token for document changes

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. 2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  5. 2 votes

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  6. Option to disable the "Waiting for Others" folder, as the auto reminder is not sending and deadlines are being missed.
    (customer feedback)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. -Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.

    -Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.

    1 vote

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  8. Client wants the ability to display product descriptions in PDF even if they leave it uncollapsed.

    1 vote

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  9. We never imagined we wouldn't be able to insert anchor/jump links into a PandaDoc proposal. That is a tool we frequently uses in Proposify.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.

    1 vote

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  11. Allowing colours to be added to tags so that they can stand out visually and provide a quicker way of visually sorting the tags attached to a document

    1 vote

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  12. Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.

    1 vote

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  13. Have the Company Name of the contact show in the contact list just like the name and email address.

    1 vote

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  14. Ability to use smart content or content library items in rooms

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  15. We need the ability to send follow-up reminders to recipients more than once within a 24-hour period, with smaller time intervals (for example, every few hours or minutes), so time-sensitive approvals can be completed within the same day.

    Business Justification: Many of our approvals happen on tight deadlines, and the current 24-hour limit delays signoffs and slows down processes.

    Use case: A document is sent at 9:00 AM, and we need to nudge the recipient at 11:00 AM and again at 2:00 PM if they still haven’t reviewed it.

    Expected behavior: Add an option to set reminder timing in hours…

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  16. Right now, you can drag fillable fields by double-clicking and holding onto the second click. It would help with accessibility to have a visual button that lets you click on it instead of the actual field.

    This way, you know that you are clicking on the button to "Drag" or "Move" the field. And it avoids "Clicking" on the actual field

    1 vote

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  17. The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. What’s the problem?

    There’s currently no way to resize multiple fields at once in the document editor. Users must manually resize each field individually, which is time-consuming when working with forms that have many fields.

    What we need:

    The ability to select multiple fields and resize them all to the same dimensions in one action.

    Why it matters:

    Saves significant time when building forms and templates
    Creates consistent, professional-looking documents
    Reduces repetitive manual work
    Current workaround:

    Resize one field, then duplicate it—but this doesn’t help when fields already exist and need to be standardized.

    This version is concise and gets…

    1 vote

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  19. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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  20. Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…

    1 vote

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