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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2980 results found

  1. CPQ calculations: Excel Formulas.

    Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    677 votes

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    67 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. 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.

    451 votes

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    69 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. 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

    355 votes

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    26 comments  ·  Documents & Data Management  ·  Admin →
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  4. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    346 votes

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    42 comments  ·  Content Editing & Design  ·  Admin →
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  5. Auto-reminders: customize the text in reminder message

    Customize the text in the auto-reminder message

    341 votes

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    40 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Edit uploaded PDFs

    Option to edit uploaded PDF, convert to editable document/template

    303 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  7. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    297 votes

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    52 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

  8. Schedule Sending documents

    Ability to schedule when to send a document

    292 votes

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    30 comments  ·  Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

  9. 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).

    272 votes

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    34 comments  ·  Templates & Libraries  ·  Admin →
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  10. 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?

    260 votes

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    37 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. 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.

    260 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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

    258 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    The Word page size is not kept after it is uploaded to PandaDoc.

    241 votes

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    19 comments  ·  Content Editing & Design  ·  Admin →
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  14. 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.

    228 votes

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    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Tokens/Variables in saved messages / email body or subject

    226 votes

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    41 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

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

    Download attachments with PDF

    225 votes

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    43 comments  ·  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.

  17. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    215 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

  18. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    215 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    206 votes

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    26 comments  ·  Other  ·  Admin →
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  20. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    202 votes

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    21 comments  ·  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.

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