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  1. Preview document before sending

    45 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

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    Moira Lavender commented  · 

    see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.

  2. Having separate repository and folders within Image Library

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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!

    Moira Lavender supported this idea  · 

  3. 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!

    Moira Lavender supported this idea  · 

  4. Export User List in CSV: download users of the PandaDoc account in one file

    46 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    In Development  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    Moira Lavender commented  · 

    Include License type and Account Role

    Moira Lavender supported this idea  · 

  5. Signature settings for specific documents

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Moira Lavender supported this idea  · 

  6. [Reporting] Salesforce Activity

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Indicate which documents are linked with Salesforce and which are not.

  7. Ability to set document value to pricing table subtotal

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Moira Lavender supported this idea  · 

  8. Allow admins to change other users' emails, names, and passwords

    20 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender commented  · 

    sign into the users account through your admin account to reset passwords.

  9. Ability to regenerate document links

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 

  10. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    88 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Moira Lavender commented  · 

    When a document is created through a Deal in Zoho, the name of the deal is used as the document name.

    It would be helpful to be able to choose the naming convention for documents created through an integration.

  11. move a team member from one workspace to another

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Moira Lavender supported this idea  · 

  12. End users can not re-start a form if there’s an existing open document for that form.

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Moira Lavender supported this idea  · 

  13. Smartsheet

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moira Lavender supported this idea  · 

  14. Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Moira Lavender supported this idea  · 

  15. delete a workspace or archive a workspace

    66 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    Moira Lavender supported this idea  · 

  16. ability (button) to download a PDF of a Form

    38 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    Moira Lavender supported this idea  · 

  17. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Moira Lavender supported this idea  · 

  18. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!

    Moira Lavender supported this idea  · 

  19. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    111 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Moira Lavender supported this idea  · 
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    Moira Lavender commented  · 

    Add option to remove message and just display document

  20. 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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    Moira Lavender commented  · 

    Add design option to add a border around fields, like the text or signature blocks.

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