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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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5897 results found

  1. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    16 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    16 votes

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    3 comments  ·  Forms  ·  Admin →
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  3. 16 votes

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    1 comment  ·  Integrations  ·  Admin →
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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  4. edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  5. We would like to have an internal note on a document

    16 votes

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  6. Integrate Pandadoc with google Workspace

    16 votes

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  7. availability to set some fields as "not required" by default

    16 votes

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  8. signature and document forwarding in forms

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. 16 votes

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  10. Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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  11. Ability to add a heading to the top of a table.

    16 votes

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  12. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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  13. 16 votes

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    3 comments  ·  Approvals  ·  Admin →
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  14. Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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  15. Card Details field for Authorize.net.

    16 votes

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  16. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    16 votes

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  17. Placeholder for checkbox field.

    16 votes

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  18. 16 votes

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    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:

    - Recipient view localization.

    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.

  19. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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  20. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    15 votes

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    10 comments  ·  Other  ·  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!

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