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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7183 results found

  1. 237 votes

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    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!

  2. 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."

    195 votes

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    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!

  3. 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."

    195 votes

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    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!

  4. 195 votes

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    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!

  5. Would like to enlarge the signature field to easily draw signatures when sending document to clients.

    18 votes

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  6. Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)

    193 votes

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    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!

  7. Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become


    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    9 votes

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  8. Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    63 votes

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  10. Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    95 votes

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  11. 8 votes

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  12. The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    8 votes

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  13. 21 votes

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    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!

  14. move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).

    7 votes

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    4 comments  ·  Automations  ·  Admin →
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  15. Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  16. 5 votes

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  17. Ability to change background color in rooms.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  18. the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    4 votes

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  19. Option to Disable Payment Reminders for Individual Documents.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  20. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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