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  1. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, 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.

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    Paul Cedric Guevarra commented  · 

    Auto-send Document once Approved by the approver

  2. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    65 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson 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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    Paul Cedric Guevarra commented  · 

    Monday.com Integrate with Foms.

    * will allow users to integrate Forms with Monday.com

  3. Date variable calculations

    23 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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    Paul Cedric Guevarra commented  · 

    Option to put future dates in Document.createdDate variable

    - Will allow the user to set future the date on the Document.createdDate variable.

  4. Tokens/Variables in saved messages / email body or subject

    225 votes

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    41 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, 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.

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    Paul Cedric Guevarra commented  · 

    Variables for saved messages

    - Will allow the user to use variable on saved messages

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    Paul Cedric Guevarra commented  · 

    Option to add tag on the saved messages that will automatically fill the name of the recipient on the saved messages.

    Paul Cedric Guevarra supported this idea  · 

  5. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    24 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to hide the outline from the checkbox fieild

    - will allow the user to hide the outline from the checkbox fields

  6. Duplicate pricing table rows

    24 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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    Paul Cedric Guevarra commented  · 

    Option to duplicate tables and its content

    - will allow the user to duplicate the whole table and its content

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    Paul Cedric Guevarra commented  · 

    Duplicate Table Rows and its content

    - will allow the user to duplicate table rows and its content

  7. Built-in Document Translator: Option to convert the document content to another language

    62 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to change the content of the document to different language.

    - Will allow the user to change the content of the document on thier desired language.

    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to convert the document content to another language.

  8. Remove account owner from emails about billing/invoices/payments/receipts

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    "This feature is very important for our business where we have a separate person who processes the accounts emails. Right now I am required to manually forward the email, which decreases the automation efficiency gained through Pandadoc in the first place."

    As per our user James Pearce

  9. Auto-Capitalization Option

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
    Paul Cedric Guevarra shared this idea  · 

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

    34 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Downloading document in PDF will be retained the Form Field.

    - Will retain the Form Fields the is originally present on the file when is uploaded as document/template.

  11. [Quote Builder] Ability to view hidden columns after the document is sent

    27 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to hide a column from the pricing table on recipients view only

    - will allow the user to hide column in the pricing table from recipients view

  12. Default Saved Message: automatically choose a saved message for a document

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Auto Pop out option for Save Messages

  13. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    104 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to Download past version of the document

    Will allow the user to download past completed version of the Document

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    Paul Cedric Guevarra commented  · 

    Option to retreive the document once edited

  14. Spellchecker: Spell Check in App like Grammarly

    345 votes

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    41 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  15. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    146 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, 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.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Option to send document on multiple recipient but will hide other email once they receive it.

    An error occurred while saving the comment
    Paul Cedric Guevarra commented  · 

    Ability to hide document recipients

  16. Move documents across workspaces and keep the statuses

    260 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Allow user to transfer document from a workspace to another

  17. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    25 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Paul Cedric Guevarra commented  · 

    Option to duplicate Fields to another Template/Document

    - Will allow the user to duplicate fields to another document.

  18. Manage integrations via Integrately

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 

  19. Downloading attachments along with the document they are attached to

    225 votes

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    43 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Option to download attached document together with the signed after the signers completing the document

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    Paul Cedric Guevarra commented  · 

    Option to include attachments when downloading a document and certificate

    Will allow the user to utilize the following options

    Option1: that party can open and view all contents and certificates but cannot download and save to their files all the respective contents.

    Option 2: i can download then send but unfortunately the download won't have the identification attached to the certificate and the receiving party may decline the request.

  20. Archive documents

    59 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Paul Cedric Guevarra supported this idea  · 
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    Paul Cedric Guevarra commented  · 

    Archive Folder in the Dashboard

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