6304 results found
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Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
167 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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167 votes
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!
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Downloading attachments along with the document they are attached to
Download attachments with PDF
155 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.150 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
148 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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
146 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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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…145 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! -
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.
137 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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Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
136 votesHi there!
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
133 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.
133 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.
127 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Xero
Native Xero integration
127 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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Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
123 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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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
121 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 etc)
Edit images in library (i.e. crop, rotate, color etc.)
116 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
116 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! -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
116 votesHi,
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! -
113 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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CFR-11
CFR
112 votesHi,
Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned!
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