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  1. Edit templates and CLI across workspaces

    24 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  2. 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!

    Sara Rodriguez supported this idea  · 

  3. Reminder customization: Customize the text in reminder message

    388 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  4. When signature forwarding, it will automatically update other fields or variables

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  5. Custom role: User cannot edit a sent document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Sara Rodriguez shared this idea  · 

  6. Completed date in reporting that corresponds with final signer

    2 votes

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

    Sara Rodriguez supported this idea  · 

  7. send emails from the Company name

    21 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sara Rodriguez commented  · 

    Be able to customize the subject title within the body of an email notification.

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

    221 votes

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    40 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.

    Sara Rodriguez supported this idea  · 

  9. OCR capabilities

    32 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  10. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  11. Improve Workspace Loading

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Sara Rodriguez shared this idea  · 

  12. Be able to search/add recipients by contact name instead of only email

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sara Rodriguez shared this idea  · 

  13. [Reporting] Reporting based on document tags

    38 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  14. Smart content: more than one rule

    28 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    Sara Rodriguez supported this idea  · 

  15. Add footer and page background to content library items

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  16. Ability for Approvers to Edit During the Document Approval Workflow Process

    76 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  17. one signature certificate per bundle: remove signature certificate from each doc in bundles

    23 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Other  ·  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!

    An error occurred while saving the comment
    Sara Rodriguez commented  · 

    Consolidate signature certificates for bulk documents that produce multiple certificates. This would help with recipients that have long wait times for downloading and also help them with uploading to third party apps by reducing the number of pages overall. The end goal is to have one, all encompassing signature certificate.

    Sara Rodriguez supported this idea  · 

  18. Prompt a warning before deleting content library items used in smart content blocks

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sara Rodriguez shared this idea  · 

  19. refresh the TOC automatically when headings are inserted, modified or deleted

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sara Rodriguez supported this idea  · 

  20. Refresh table of contents when sending the document

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Sara Rodriguez supported this idea  · 
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