159 results found
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Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
41 votesHi. 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 this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Customize footer page numbers, font size, font color and margins and padding
Customize footer page numbers, font size, font color and margins and padding
65 votesHi there! Thank you for submitting your idea.  Unfortunately, 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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Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
50 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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Ability to save smart content/smart content rules (Сontent library for Smart content)
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
21 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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delete a workspace or archive a workspace
delete a workspace or archive a workspace
34 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! -
decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?3 votesHi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?
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Ability to remove Document Reference (Document-Ref) number from pages
Ability to disable footer contents
50 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! -
Use images in saved messages
Use images in saved messages
8 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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Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data.
Here's a quick guide on how to do it:
- Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
- Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
- Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.
For copying into a pricing table specifically:
- Prepare Your Table: Ensure your…
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CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms
Forms feature in CRMs
56 votesHi there! 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! -
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
293 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Upload CSV/Excel/XLSX as editable content in PandaDoc
upload csv/excel as an editable content
69 votesHi there! Thank you for submitting your idea. 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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Add Collaborators on Templates like documents
We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!
39 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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Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
140 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message71 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! -
Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
95 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! -
Formatting more uniform to word in design.
Sales team is not adopting to PD because the formatting is very different from Word.
39 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! -
Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
42 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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APAC localization: Korean and Mandarin
Korean and Mandarin
8 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! -
Customize who receives email notifications
As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.
68 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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