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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 240 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. 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. 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!

  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. Enable signing with My ID, My Bank ID or My Swedish 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 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!

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

    63 votes

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  9. 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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  10. 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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  11. 7 votes

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  12. 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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  13. 20 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. 5 votes

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  15. Ability to integrate with OpenSolar API

    5 votes

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    0 comments  ·  API  ·  Admin →
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  16. Option to Disable Payment Reminders for Individual Documents.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  17. 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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  18. Integration with n8n.io

    4 votes

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  19. It would be nice if we could add the PandaDoc Documents Salesforce component to a Salesforce homepage. It could bring in documents associated with that Salesforce user, rather than documents for a specific Salesforce object. Ideally the user would be able to somehow filter that list, or we'd be able to set filters on the component itself (i.e., only show documents in a specific status/statuses).

    Currently you can add the PandaDoc Documents component to object pages within Salesforce; however, you cannot add this to a homepage.

    3 votes

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  20. Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.

    4 votes

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