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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5901 results found

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

    551 votes

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  2. 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.

    389 votes

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    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!

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

    385 votes

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  4. 287 votes

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    Hi 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!

  5. 270 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.

    Learn more about this functionality here.

    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!

  6. 266 votes

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  7. 265 votes

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  8. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    243 votes

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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

  9. 239 votes

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    Hi 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!

  10. 236 votes

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    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

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

    235 votes

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  12. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    221 votes

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    32 comments  ·  Workflow  ·  Admin →
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  13. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    200 votes

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    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!

  14. 198 votes

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  15. 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.

    192 votes

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    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

  16. 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).

    187 votes

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    Hi 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! Thank you!

  17. Ability to schedule when to send a document

    185 votes

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    Hi 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!

    • separate repository in side bar (like Content library)
    • folders within Image library
    172 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. The option to edit the Completed document with saving the signature.

    164 votes

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    Hi there! 

    Thank you for taking the time to submit your idea. We have investigated your idea's feasibility and potential impact on our users and, unfortunately, we have determined that implementing such functionality would be legally problematic. Editing a document after it has been signed could invalidate the legality of the signature, creating complications and risks for all parties involved. Due to these legal constraints, we are unable to move forward with this specific idea.

    If you have any other ideas or suggestions, we encourage you to continue sharing them with us through UserVoice. Our team regularly reviews the submissions, and your input can have an impact on our product's roadmap. Thank you.

  19. 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

    160 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.

    Don’t hesitate to reach out if you have any other ideas.

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