Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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

Categories

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

763 results found

  1. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when…

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Security & Compliance  ·  Admin →

  2. Hide the Timeline panel on the right side of the Overview page

    Hide the Timeline panel on the right side of the Overview page

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Usability Improvements  ·  Admin →

  3. Ability to switch between on demand and bring your own notary sessions.

    Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Esign & Notary  ·  Admin →

  4. [Quote builder] Ability to lock product name and description

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. Be able to search/add recipients by contact name instead of only email

    When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →

  6. [Quote builder]: option to change the padding and margins of each individual section

    the padding and margins of each individual section within the quote builder

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/11785475-simplified-quoting-experience#h_959720caad

  7. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote to Cash  ·  Admin →

  8. Separate Repository for Templates

    separate icon for templates

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Templates & Libraries  ·  Admin →

  9. 50% deposit option

    It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote to Cash  ·  Admin →

  10. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  11. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Allow Product Bundles to be set with recurring pricing

    We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  13. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. recipient cannot see or unlock the license before signing up or filling out the form

    A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →

  15. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Admin →

  16. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Approvals  ·  Admin →

  17. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Admin →

  18. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Admin →

  19. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →

  20. Add option to send a reminder on a document in "Waiting for payment" status.

    Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote to Cash  ·  Admin →
1 2 … 24 26 28 … 38 39
  • Don't see your idea?