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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7277 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.

    672 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

    370 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  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

    339 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

    316 votes

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    38 comments  ·  Content Editing & Design  ·  Admin →
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  6. 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.

    287 votes

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    50 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  7. Edit uploaded PDFs

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

    282 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  8. Schedule Sending documents

    Ability to schedule when to send a document

    276 votes

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    28 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  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).

    265 votes

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    33 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

    253 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?

    249 votes

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    35 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.

    249 votes

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    16 comments  ·  Content Editing & Design  ·  Admin →
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  13. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    The Word page size is not kept after it is uploaded to PandaDoc.

    239 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.

    227 votes

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    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Tokens/Variables in saved messages / email body or subject

    213 votes

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    37 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

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

    Download attachments with PDF

    213 votes

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    37 comments  ·  Documents & Data Management  ·  Admin →
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  17. Edit the Completed document with saving the signature

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

    211 votes

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

    Find and Replace All feature in a document or a template

    206 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  19. [Word Import] 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."

    196 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."

    196 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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