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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6778 results found

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

    Find and Replace All feature in a document or a template

    189 votes

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    29 comments  ·  Content Editing & Design  ·  Admin →
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  2. Having separate repository and folders within Image Library

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

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    17 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!

  3. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    ability to disable Signature Certificate for completed documents

    183 votes

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    22 comments  ·  Other  ·  Admin →
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  4. 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.

    183 votes

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    15 comments  ·  Documents & Data Management  ·  Admin →
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  5. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    180 votes

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    28 comments  ·  Documents & Data Management  ·  Admin →
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  6. 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

    170 votes

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    21 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (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

  7. 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.

    168 votes

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    30 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The 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.

  8. 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.

    154 votes

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    12 comments  ·  Content Editing & Design  ·  Admin →
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  9. 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.

    145 votes

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    30 comments  ·  Documents & Data Management  ·  Admin →
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  10. Different Header/Footers for Each Page

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

    143 votes

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    9 comments  ·  Content Editing & Design  ·  Admin →
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  11. Xero

    Native Xero integration

    139 votes

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    10 comments  ·  Integrations  ·  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

  12. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    138 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  13. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    136 votes

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    29 comments  ·  Other  ·  Admin →
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  14. 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

    136 votes

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    15 comments  ·  Documents & Data Management  ·  Admin →
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  15. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    135 votes

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    17 comments  ·  Content Editing & Design  ·  Admin →
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  16. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    132 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  17. Export Field Data into CSV or Excel file

    Allow for information put into fields to be exported as a CSV or Excel file.

    132 votes

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    20 comments  ·  Fillable Fields & Variables  ·  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. 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

    131 votes

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    13 comments  ·  Esign & Notary  ·  Admin →
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  19. [Pricing Table] display Subtotal without Line Item taxes/discounts

    Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    127 votes

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    14 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    125 votes

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    19 comments  ·  Usability Improvements  ·  Admin →
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