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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. "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."

    232 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."

    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!

  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. 194 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. "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. smart art, shapes), also comments and notes inside MS Word are not imported."
    "The conversion of Word and Google Doc format is just horrible. It is a real limit."

    192 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!

  6. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    30 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. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  8. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    2 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!

  9. Options for all members to receive the same notifications as the owner

    6 votes

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    0 comments  ·  Rooms  ·  Admin →
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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!

  10. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    85 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!

  11. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  12. Being able to share more than one content library item across workspaces

    11 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!

  13. Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
    At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.

    4 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!

  14. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 votes

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    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. 3 votes

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  16. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    2 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!

  17. Hi!
    Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

    And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…

    2 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!

  18. 68 votes

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    13 comments  ·  Other  ·  Admin →
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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!

  19. PandaDoc notary option in Germany

    2 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!

  20. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    79 votes

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