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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. "Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents some design features in MS Word are not imported (for ex. smart art, shapes), also comments and notes inside MS Word are not imported."
    "The conversion of Word and Google Doc format is just horrible. It is a real limit."

    191 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!

  2. Find and Replace All feature in a document or a template

    185 votes

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

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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!

  3. 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.

    181 votes

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  4. 180 votes

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    21 comments  ·  Other  ·  Admin →
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  5. 180 votes

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  6. 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.

    167 votes

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    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.

  7. 167 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

  8. 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.

    151 votes

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  9. 145 votes

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

    143 votes

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  11. The option to change time zone for signature certificate.

    137 votes

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  12. Native Xero integration

    137 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

  13. 135 votes

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    29 comments  ·  Other  ·  Admin →
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  14. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    135 votes

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  15. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    134 votes

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  16. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    129 votes

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    Hi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:

    Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

    We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  17. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    128 votes

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

    128 votes

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    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

  19. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    124 votes

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