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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. CPQ calculations: Excel Formulas.

    Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    670 votes

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    67 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    443 votes

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    69 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    364 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  4. 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

    337 votes

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    24 comments  ·  Documents & Data Management  ·  Admin →
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  5. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    310 votes

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    36 comments  ·  Content Editing & Design  ·  Admin →
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  6. Edit uploaded PDFs

    Option to edit uploaded PDF, convert to editable document/template

    279 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  7. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    278 votes

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    49 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Schedule Sending documents

    Ability to schedule when to send a document

    274 votes

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    28 comments  ·  Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  9. Pre-sign template (or a Form): Fill in signature on template level

    Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    261 votes

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    31 comments  ·  Templates & Libraries  ·  Admin →
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  10. Edit / customize text in all email notifications including Completion or Signed Email Message

    Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    250 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    247 votes

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    34 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Page number visible in web version

    Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    245 votes

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    16 comments  ·  Content Editing & Design  ·  Admin →
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  13. When MS Word documents are uploaded to PandaDoc, the page size, fonts, and overall styling mirror the original document settings.

    "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."

    241 votes

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    19 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    226 votes

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    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    210 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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  16. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    202 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  17. Tokens/Variables in saved messages / email body or subject

    200 votes

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    34 comments  ·  Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  18. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    198 votes

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    33 comments  ·  Documents & Data Management  ·  Admin →
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  19. Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    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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    2 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    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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    17 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

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