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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    extend the expiration time of a document once it has become expired

    337 votes

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    24 comments  ·  Documents & Data Management  ·  Admin →
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  2. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    312 votes

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    36 comments  ·  Content Editing & Design  ·  Admin →
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  3. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    281 votes

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    50 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We 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.

  4. Edit uploaded PDFs

    Option to edit uploaded PDF, convert to editable document/template

    279 votes

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    13 comments  ·  Content Editing & Design  ·  Admin →
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  5. Schedule Sending documents

    Ability to schedule when to send a document

    275 votes

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    28 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We 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.

  6. Pre-sign template (or a Form): Fill in signature on template level

    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).

    265 votes

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    33 comments  ·  Templates & Libraries  ·  Admin →
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  7. Edit / customize text in all email notifications including Completion or Signed Email Message

    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

    252 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Move documents across workspaces and keep the statuses

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

    248 votes

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    35 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Page number visible in web version

    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.

    247 votes

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    16 comments  ·  Content Editing & Design  ·  Admin →
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  10. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    The Word page size is not kept after it is uploaded to PandaDoc.

    240 votes

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    19 comments  ·  Content Editing & Design  ·  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!

  11. Edit the Completed document with saving the signature

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

    210 votes

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    12 comments  ·  Documents & Data Management  ·  Admin →
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  12. Tokens/Variables in saved messages / email body or subject

    203 votes

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    34 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We 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.

  13. Find and Replace All feature within a document / template

    Find and Replace All feature in a document or a template

    202 votes

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    31 comments  ·  Content Editing & Design  ·  Admin →
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  14. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    198 votes

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    33 comments  ·  Documents & Data Management  ·  Admin →
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  15. [Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    To reduce the need for repetitive manual adjustments.

    "Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section."
    "Similarly, whenever importing a document that contains a with certain cells merged, the content itself is not properly displayed in its original format."

    195 votes

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    2 comments  ·  Content Editing & Design  ·  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!

  16. Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.

    Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.

    "Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
    "My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."

    195 votes

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    17 comments  ·  Content Editing & Design  ·  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!

  17. [Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.

    After a Word document is imported, paragraphs are not kept.

    195 votes

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    3 comments  ·  Content Editing & Design  ·  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!

  18. Having separate repository and folders within Image Library

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

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    18 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!

  19. [Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.

    Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)

    193 votes

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    1 comment  ·  Content Editing & Design  ·  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!

  20. Permissions for specific documents: Private documents (Password protect documents internally)

    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.

    191 votes

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    15 comments  ·  Documents & Data Management  ·  Admin →
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