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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

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6100 results found

  1. 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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  2. 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.

  3. edit sent documents via mobile app

    16 votes

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

    16 votes

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  5. Integrate Pandadoc with google Workspace

    16 votes

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

    16 votes

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  7. signature and document forwarding in forms

    16 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  8. 16 votes

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

    16 votes

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

    16 votes

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  11. 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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  12. 16 votes

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

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  14. Card Details field for Authorize.net.

    16 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Admin →
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  15. 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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  16. Placeholder for checkbox field.

    16 votes

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  17. 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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  18. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  19. enable and manage approval workflow on document level instead of having to set this on the template level.

    15 votes

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    2 comments  ·  Approvals  ·  Admin →
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  20. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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