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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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74 results found

  1. 282 votes

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    Hi there! 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. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    237 votes

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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

  3. 223 votes

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    Hi there! 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. 221 votes

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    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

  5. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    179 votes

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    Hi. Right now, 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.

    Don’t hesitate to reach out if you have any other ideas.

  6. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    178 votes

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    Hi there!

    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! Thank you!

  7. Ability to schedule when to send a document

    170 votes

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    Hi there! 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!

    • separate repository in side bar (like Content library)
    • folders within Image library
    163 votes

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    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. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    154 votes

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    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.

    Don’t hesitate to reach out if you have any other ideas.

  9. The option to edit the Completed document with saving the signature.

    152 votes

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    Hi there! 

    Thank you for taking the time to submit your idea. We have investigated your idea's feasibility and potential impact on our users and, unfortunately, we have determined that implementing such functionality would be legally problematic. Editing a document after it has been signed could invalidate the legality of the signature, creating complications and risks for all parties involved. Due to these legal constraints, we are unable to move forward with this specific idea.

    If you have any other ideas or suggestions, we encourage you to continue sharing them with us through UserVoice. Our team regularly reviews the submissions, and your input can have an impact on our product's roadmap. Thank you.

  10. Find and Replace All feature in a document or a template

    146 votes

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    Hi there! 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!

  11. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    140 votes

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    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!

  12. 136 votes

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    12 comments  ·  Other  ·  Admin →
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    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!

  13. 129 votes

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    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. 


    PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.


    Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.


    Please keep upvoting this idea so we can keep considering it every time we work…

  14. 124 votes

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    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!

  15. 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…

    124 votes

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    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!

  16. 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.

    122 votes

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    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!

  17. Native Xero integration

    119 votes

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    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!

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

    118 votes

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    Hi there! 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!

  19. The option to change time zone for signature certificate.

    116 votes

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    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!

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