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  1. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  2. Ability to drag/move Support Chat Icon

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan supported this idea  · 
    Charmyn Marchan shared this idea  · 

  3. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Charmyn Marchan supported this idea  · 

  4. Show / keep fields when document is downloaded in PDF so the recipient can sign on paper

    28 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan commented  · 

    Add form fields to make PDF interactable for offline signing

  5. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    46 votes

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    16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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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    Charmyn Marchan commented  · 

    The ability for recipients to define the amount they want to pay on documents.

  6. Add questions before the form

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Charmyn Marchan commented  · 

    Set conditional logic based on answers to questions before the form.

  7. Greater or Less than logic in smart content

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  8. Drawing lines and shapes

    82 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Charmyn Marchan supported this idea  · 

  9. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  10. APAC localization: Korean and Mandarin

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    Charmyn Marchan supported this idea  · 

  11. Support .XML file type

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  12. conditional fields based on CRM field value

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  13. Set a date range for recipients to choose from on date fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  14. Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  15. Use same set of radio buttons across pages

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  16. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Charmyn Marchan shared this idea  · 

  17. Automation that will add collaborators to documents

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  18. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    The ability to download a list of documents created from CRM integrations only.

  19. View-only form: only create a sequenced form (document) if the client signs the form

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  20. To pull in a CRM field value as document value: populate Document Value from CRM integration

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Charmyn Marchan supported this idea  · 
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    Charmyn Marchan commented  · 

    Option to use field information as a document value.

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