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

(thinking…)

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

7337 results found

  1. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 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

    1 comment  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  2. pass tokens HubSpot to PD forms

    pass tokens HubSpot to PD forms

    13 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

    2 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  3. Notifications for the "collaborator"

    When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    13 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  ·  Sharing & Collaboration  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  4. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 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 →
    How important is this to you?

    We're glad you're here

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

  5. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 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

    Idea  ·  3 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  6. Expiration date for each signer

    The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 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

    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  7. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 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

    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  8. Ability to See Attachments on Mobile App - Ios

    Attachments should be supported when viewing or signing on mobile app.

    13 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

    Idea  ·  0 comments  ·  Mobile  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  9. Multiple Workflow options & conditional workflow

    The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 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

    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  10. Czech Localization

    Offer the PandaDoc application in Czech.

    13 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

    2 comments  ·  Localization  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  11. Support Quickbooks for non US accounts

    13 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

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  12. provide csv or report of bulk send recipients that havent signed

    provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    13 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

    1 comment  ·  Esign & Notary  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  13. Content Library search inside a folder

    Content Library search inside a folder

    13 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

    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  14. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 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

    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  15. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    13 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

    Idea  ·  2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  16. Pre-filled forms

    Prefill fields on the form when it opens.

    13 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

    Idea  ·  0 comments  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  17. Add item / product to catalog directly from the pricing table

    One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 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

    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  18. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    13 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

    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  19. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 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

    Idea  ·  1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  20. Allowing the recipients to edit the document.

    13 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

    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 31 33 35 … 366 367
  • Don't see your idea?