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  1. transfer signature rights when transferring document ownership

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    We'd like to be able to change the recipient on multiple documents at once in case they are no longer in the company

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  2. Video Call with a Client

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  3. Export a list of all upcoming renewals

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  4. Ability to download JPEG images from Collect files field

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) shared this idea  · 

  5. Add Collaborators on Templates like documents

    38 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  6. invite new users without using a license

    5 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    We'd like to manage the team on the account without having a user license

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  7. More connection between workspaces: Design options, themes, settings shared between workspaces

    45 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  8. Ability to Change Time Zone for a Signature Certificate

    134 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  9. Send Images as Token Data via Zapier

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  10. Approval Workflow auto-reminders

    18 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    We want to be able to send an approval reminder manually

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  11. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  12. Send documents with unassigned fields: No need to assign fields

    58 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, 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 and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  13. optional items for a dropdown field

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  14. Save custom tokens/variables

    28 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  15. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    423 votes

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    66 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  16. Option to auto-update the documents after updating the template

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  17. Ability to customize system variables like the document reference number

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  18. Forms - Variables passed in URL parms

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  19. Catalog product items usage reporting

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, 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.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 

  20. Product catalog to track the items stock

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
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