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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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159 results found

  1. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    328 votes

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    31 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. 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

    293 votes

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

    Add a spell checker to app

    264 votes

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    28 comments  ·  Content Editing & Design  ·  Admin →
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  4. Edit uploaded PDFs

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

    243 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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  5. 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).

    228 votes

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    27 comments  ·  Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    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!

  6. 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

    227 votes

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    36 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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.

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

  7. Schedule Sending documents

    Ability to schedule when to send a document

    224 votes

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    19 comments  ·  Automations  ·  Admin →
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  8. 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.

    219 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  9. Edit the Completed document with saving the signature

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

    195 votes

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    11 comments  ·  Documents & Data Management  ·  Admin →
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  10. 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?

    189 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Word (docx) Import and Download improvements

    188 votes

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    19 comments  ·  Other  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi!

    We have made significant improvements in the docx import and export experience in 2021 and 2022, but aren't currently planning on additional features or improvements in this area 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. Having separate repository and folders within Image Library

    • separate repository in side bar (like Content library)
    • folders within Image library
    184 votes

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    16 comments  ·  Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

  13. Tokens/Variables in saved messages / email body or subject

    177 votes

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    28 comments  ·  Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    171 votes

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    27 comments  ·  Content Editing & Design  ·  Admin →
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  15. Permissions for specific documents: Private documents (Password protect documents internally)

    Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    166 votes

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    14 comments  ·  Documents & Data Management  ·  Admin →
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  16. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    163 votes

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    25 comments  ·  Documents & Data Management  ·  Admin →
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  17. Variables contain formulas: variable calculations

    Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    153 votes

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    26 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

  18. Automatic calculations in fields

    Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    145 votes

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    28 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  19. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    140 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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  20. Different Header/Footers for Each Page

    Option to set the different header/footers for each page or to delete the it at all.

    139 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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