6460 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
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174 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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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Find and Replace All feature within a document / template
Find and Replace All feature in a document or a template
169 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Downloading attachments along with the document they are attached to
Download attachments with PDF
161 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.159 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
155 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
152 votesHi,
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
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Variables contain formulas: variable calculations
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…151 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! -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
141 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
138 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!
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Payment reminders
Possibility to send a payment reminder to the recipients in Editor 2.0
136 votesHi there!
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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Different Header/Footers for Each Page
Option to set the different header/footers for each page or to delete the it at all.
135 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
134 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page
Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page
Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.
133 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Xero
Native Xero integration
127 votesHi,
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
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Image Editing Capabilities (crop, rotate, flip etc)
Edit images in library (i.e. crop, rotate, color etc.)
124 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
121 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
120 votesHi,
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! -
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.
116 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! -
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
114 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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113 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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