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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7093 results found

  1. Variables contain formulas: Excel formulas

    Option to put formulas into variables similar to Excel

    92 votes
    3 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  2. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    92 votes
    18 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  3. Send the document automatically after approval

    Automatically send the document once it is approved.

    90 votes
    12 comments  ·  Approvals  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  4. Notifications for non-document participants (non senders)

    Ability to elect to receive all activity notifications for a document (follow a document's status progress), even if you are not the sender or CC'd on the document.

    89 votes
    16 comments  ·  Sharing & Collaboration  ·  Admin →
    How important is this to you?
    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!

  5. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    87 votes
    14 comments  ·  Security & Compliance  ·  Admin →
    How important is this to you?

  6. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    87 votes
    11 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  7. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    86 votes
    15 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  8. Calculated Variables in Pricing tables

    Ability to add variables in columns that are not just plain text so that they can be multiplied.

    86 votes
    9 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  9. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    85 votes
    14 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  10. Drawing lines and shapes

    The option to draw lines and shapes (like in Word).

    84 votes
    3 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?
    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!

  11. Export Contacts List

    84 votes
    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  12. Image library: bulk upload feature for images

    81 votes
    8 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  13. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 votes
    12 comments  ·  Integrations  ·  Admin →
    How important is this to you?
    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!

  14. Close.io

    Integration with Close.io

    79 votes
    13 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  15. Witness Signatures: Sign with a witness feature

    77 votes
    8 comments  ·  Other  ·  Admin →
    How important is this to you?
    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. Customize who receives email notifications

    As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    76 votes
    10 comments  ·  Sharing & Collaboration  ·  Admin →
    How important is this to you?

  17. Option for deleting multiple pages in a document or template

    Option for deleting multiple pages in a document or template.

    75 votes
    8 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  18. Upload custom font via file upload

    The ability to have custom fonts outside of Google fonts in EV2.

    75 votes
    4 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  19. Customize footer page numbers, font size, font color and margins and padding

    Customize footer page numbers, font size, font color and margins and padding

    74 votes
    11 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    74 votes
    9 comments  ·  Usability Improvements  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. 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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