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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 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.

    131 votes

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    14 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    131 votes

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    8 comments  ·  Quote to Cash  ·  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. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    130 votes

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    14 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. CFR-11

    CFR

    129 votes

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    14 comments  ·  Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this 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.

  5. 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.

    128 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.

  6. 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

    128 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. 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?

    123 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.

  8. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    117 votes

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    13 comments  ·  Localization  ·  Admin →
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  9. [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

    114 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!

  10. choose specific time of day for document expiration

    choose specific time of day for document expiration

    113 votes

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    25 comments  ·  Documents & Data Management  ·  Admin →
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  11. 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.

    105 votes

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    14 comments  ·  Forms  ·  Admin →
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  12. Option to rotate pages of a document

    The option to rotate pages.

    104 votes

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    8 comments  ·  Content Editing & Design  ·  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.

    102 votes

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

    102 votes

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    13 comments  ·  Usability Improvements  ·  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).

    101 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  16. 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.

    99 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  17. Combine/Merge Templates & Documents

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

    98 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  18. 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…

    96 votes

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    9 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!

  19. 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!

    95 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  20. Enable Smart Content from Fields as well as Variables

    I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    95 votes

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    11 comments  ·  Fillable Fields & Variables  ·  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!

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