6650 results found
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Pricing Table calculations: Excel Formulas.
Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
659 votesHi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
439 votesHi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
348 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
321 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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[Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete
Ability multiselect fields with bulk actions
NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)297 votesMulti-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
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Spellchecker: Spell Check in App like Grammarly
Add a spell checker to app
292 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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269 votes
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Edit uploaded PDFs
Option to edit uploaded PDF, convert to editable document/template
267 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
249 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
245 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Schedule Sending documents
Ability to schedule when to send a document
245 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Page number visible in web version
Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.
233 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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When MS Word documents are uploaded to PandaDoc, the page size, fonts, and overall styling mirror the original document settings.
"We have found that when we upload a MS Word document, the page size and formatting changes... our default page size is A4... it changes - possibly to Letter - which throws page formatting out."
"Currently, the word doc download looks wonky and not like the actual contract."
"When importing the word document, the formatting is not uniform. Clunky."225 votesHi. 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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Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
223 votesHi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
206 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
202 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.Â
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Tokens/Variables in saved messages / email body or subject
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194 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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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Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.
To reduce the need for repetitive manual adjustments.
"Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section."
"Similarly, whenever importing a document that contains a with certain cells merged, the content itself is not properly displayed in its original format."192 votesHi. 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! -
Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.
"Import a Word document. Look at the incorrect paragraph and line spacing."
192 votesHi. 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! -
Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.
Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.
"Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
"My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."191 votesHi. 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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