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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Fill Out Field Once & Auto-populate Across All Instances

    559 votes

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    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

  2. 289 votes

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  3. 5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  4. 231 votes

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    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.

  5. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    67 votes

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  6. 66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →
  7. 14 votes

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    Released  ·  Veronika Gurianova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Link

  8. To be able to modify the format of the Document.CreatedDate variable (token).

    416 votes

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    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

  9. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  10. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    133 votes

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  11. Allow for information put into fields to be exported as a CSV or Excel file.

    152 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. Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    We wanted to share an update regarding this 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.

  13. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  Admin →

    We wanted to share an update regarding this 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.

  14. 29 votes

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  15. Attach a PDF copy of a document to an email regardless of this document's status

    34 votes

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  16. The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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  17. Ability to redirect a recipient to a custom URL when they complete a document.

    444 votes

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    Great news – redirect after completion is now available for all business and enterprise customers 🎉

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.

    We'd love your feedback!

    Igor, Product Team

  18. Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →
  19. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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  20. Be able to have multiple currencies in a pricing table

    56 votes

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