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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6779 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. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    123 votes

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    6 comments  ·  Payments  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  3. Convert a form to a template

    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?

    121 votes

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    4 comments  ·  Forms  ·  Admin →
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    Solution exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

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

  4. 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.

    121 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.

  5. 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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  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. CFR-11

    CFR

    117 votes

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

    right-to-left writing

    111 votes

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    10 comments  ·  Localization  ·  Admin →
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  9. 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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  10. 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.

    108 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…

  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. 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.

    101 votes

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

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

    100 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
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  14. 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.

    97 votes

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    5 comments  ·  Documents & Data Management  ·  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)

    97 votes

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    11 comments  ·  Usability Improvements  ·  Admin →
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  17. Combine/Merge Templates & Documents

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

    95 votes

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

    The option to rotate pages.

    94 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  20. Group Check Boxes to Require One to be Checked / Select Atleast One Logic

    I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    86 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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