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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. 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.

    181 votes

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    33 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.

  2. 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.

    163 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    149 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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.

    150 votes

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    31 comments  ·  Documents & Data Management  ·  Admin →
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  5. Different Header/Footers for Each Page

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

    150 votes

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    12 comments  ·  Content Editing & Design  ·  Admin →
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  6. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

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

    145 votes

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    18 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  7. Export Field Data into CSV or Excel file

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

    144 votes

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    23 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    141 votes

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    33 comments  ·  Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  9. 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).

    139 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  10. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    137 votes

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    21 comments  ·  Usability Improvements  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  11. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    133 votes

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    14 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    131 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    120 votes

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    13 comments  ·  Localization  ·  Admin →
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  14. choose specific time of day for document expiration

    choose specific time of day for document expiration

    118 votes

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    25 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  15. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    117 votes

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    30 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there. Thank you for submitting this idea! 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!

  16. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    111 votes

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    15 comments  ·  Forms  ·  Admin →
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  17. Option to rotate pages of a document

    The option to rotate pages.

    107 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  18. Place content blocks/Images inside of another Content block

    Ability to lay images or other content blocks within another content block.

    104 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    when fill in a document with optional fields the arrow should point all the fields (required and optional)

    104 votes

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    13 comments  ·  Usability Improvements  ·  Admin →
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  20. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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