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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7081 results found

  1. Ability to Edit During the Document Approval Workflow Process

    I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    73 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  2. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  3. Upload CSV/Excel/XLSX as editable content in PandaDoc

    upload csv/excel as an editable content

    72 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  4. Watermarking

    Adding a watermark on the pages

    72 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    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!

  5. Contract Lifecycle Management (CLM)

    72 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  6. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    70 votes

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    8 comments  ·  Documents & Data Management  ·  Admin →
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  7. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    69 votes

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    7 comments  ·  Other  ·  Admin →
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  8. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    69 votes

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    18 comments  ·  Approvals  ·  Admin →
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  9. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Other  ·  Admin →
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    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!

  10. Change Document Status Within the Document

    69 votes

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    15 comments  ·  Usability Improvements  ·  Admin →
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  11. Set optional items as required in pricing table (Assign a pricing table to recipient)

    Make the optional items in pricing table required for the customer to choose.

    68 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Automatically download the attachments when opening the files added to collect files field

    Automatically download the attachments when opening the files added to collect files field

    67 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. 2 way sync with Monday

    2 way sync with Monday

    66 votes

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    7 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  14. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  15. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    66 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  16. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Pass images from CRMs to documents using tokens/variables

    ability to make images as dynamic field or as a variable

    66 votes

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    14 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Save entire page with header/footer in the content library

    66 votes

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    9 comments  ·  Templates & Libraries  ·  Admin →
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  19. Use custom variables/fields in forms

    Availability to use custom variables for the forms (at the moment only role variables can be used)

    65 votes

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    10 comments  ·  Forms  ·  Admin →
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  20. Payment Receipt from PandaDoc

    Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    65 votes

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    10 comments  ·  Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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