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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6683 results found

  1. 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.

    124 votes

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    13 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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.

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

  2. Fields move automatically with text blocks: link fields to blocks

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

    123 votes

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    18 comments  ·  Usability Improvements  ·  Admin →
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  3. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    122 votes

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    6 comments  ·  Payments  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (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.

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

  4. 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

    121 votes

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    17 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    120 votes

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    15 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

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

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

    118 votes

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    13 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Convert a form to a template [Workaround in comments]

    Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    117 votes

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    4 comments  ·  Forms  ·  Admin →
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  8. CFR-11

    CFR

    115 votes

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    13 comments  ·  Security & Compliance  ·  Admin →
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  9. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    110 votes

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

    choose specific time of day for document expiration

    109 votes

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    24 comments  ·  Documents & Data Management  ·  Admin →
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  11. [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

    108 votes

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    30 comments  ·  Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) 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!

  12. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    107 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  13. 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.

    100 votes

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    14 comments  ·  Forms  ·  Admin →
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  14. Place content blocks/Images inside of another Content block

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

    99 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  15. Set client's default email subject (automatic subject)

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

    97 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Unfortunately 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. 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)

    95 votes

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    10 comments  ·  Usability Improvements  ·  Admin →
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  17. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    95 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  18. Custom page sizes

    Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    94 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  19. Combine/Merge Templates & Documents

    There should be a feature that allow you to combine templates and documents

    94 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to rotate pages of a document

    The option to rotate pages.

    93 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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