6683 results found
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Import complex MS Word features such as SmartArt, shapes, comments, and notes to maintain the integrity of the original documents.
"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 votesHi. 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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Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
185 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Having separate repository and folders within Image Library
- separate repository in side bar (like Content library)
- folders within Image library
185 votesHi. 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! -
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.181 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
180 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Downloading attachments along with the document they are attached to
Download attachments with PDF
180 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.
167 votesThe 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.
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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
167 votesHi,
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
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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.
151 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
145 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
143 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
137 votesThe status of this suggestion is currently unchanged. Please check back for updates in a few months.
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Xero
Native Xero integration
137 votesHi,
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
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135 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
135 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Image Editing Capabilities (crop, rotate, flip, resize scale etc)
Image Editing Capabilities (crop, rotate, flip, resize scale etc)
134 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
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 votesHi! 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.
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Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
128 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
128 votesThank 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.
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[Pricing Table] display Subtotal without Line Item taxes/discounts
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 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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