3784 results found
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Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
99 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Custom page sizes
Introduce more page sizes to the document editor:
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
98 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
97 votes -
Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
96 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Recover deleted documents
Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own
95 votes -
Turn off auto fields snap / auto-aligning fields (workaround in comments)
Ability to turn off auto snap function when placing fields.
96 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
94 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Change account timezone within the system
Have an option to change timezone of the application to AEST.
93 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Notifications for non-document participants (non senders)
Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.
93 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc
Have a wonderful day!
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A3 and Legal Page Size
American legal size paper - 8.5 x 14 inches
A3 page size92 votesHi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:
- Open the document editor
- Click "...." in the top right corner of the page which size you want to change
- Choose "Page properties" in the dropdown
- In the right menu find "LAYOUT" section and click on it
- Choose "Page size"
The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically.
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Freehand Annotation & Drawing Tools on Documents
Allow users to annotate documents directly with freehand drawing tools, including the ability to draw, circle, highlight, or box specific areas of a document. This would enable users to visually call out, emphasize, or mark up content within a document.
91 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! -
Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
91 votesHi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
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91 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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Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
91 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Assign all/several fields to one role/recipient at once in a template [Workaround in comments]
when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?
87 votesThank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!
You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!
Learn more about this functionality here.
You can also assign all fields at once on the document level before you send the document.
- If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
- If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.
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86 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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86 votes
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Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
85 votes
