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  1. Stamp instead of Signature Certificate

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  2. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  3. Approval workflow for templates (send template for approval)

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  4. Notifications for non-document participants (non senders)

    90 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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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    Savannah Faulkner commented  · 

    Send a completed document to an email that is not a recipient of the completed document.

    Savannah Faulkner supported this idea  · 

  5. Create/access Rooms from Pipedrive CRM

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  6. Suggest edits on uploaded documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  7. Reporting: show the signature date of each recipient

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  8. Catalog product items usage reporting

    62 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Being Evaluated  ·  Christopher Ragland 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.

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    Savannah Faulkner commented  · 

    Would like to be able to build a report on which products were selected documents

  9. Unhide cost column by default

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  10. When sending a document to multiple signers to have a message for just one signer.

    5 votes

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

  11. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    Seamless Chex integration

  12. Allow the recipient to change the name and pricing of products

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  13. Ability to use different PayPal accounts within one PandaDoc workspace.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  14. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Savannah Faulkner commented  · 

    Push variable information into HubSpot (push information manually added to a variable in PandaDoc back into HubSpot)

    Savannah Faulkner supported this idea  · 

  15. Descriptive Error Messages

    6 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Savannah Faulkner supported this idea  · 
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    Savannah Faulkner commented  · 

    Add more details for the error message when a user who does not have access to an item tries to access that item

  16. M-Pesa payment integration

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Savannah Faulkner shared this idea  · 

  17. Workspace details via API

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Savannah Faulkner supported this idea  · 

  18. View document/template audit log for the approval workflow

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Savannah Faulkner commented  · 

    View the audit log for the approval workflow: who was an earlier approver & then who changed that approver's name

    Savannah Faulkner supported this idea  · 

  19. [Pricing table] Possibility to change subtotal/total manually.

    36 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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!

    Savannah Faulkner supported this idea  · 

  20. Automatically turn on 'Enable optional item' for pricing tables and quote builder

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Savannah Faulkner commented  · 

    Optional items and editable quantities are enabled by default for the pricing table/ quote builder. Would be a good setting in the workspace defaults

    Savannah Faulkner shared this idea  · 
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