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  1. 197 votes

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    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!

    An error occurred while saving the comment

    Spending a lot of time either fixing the formatting of an imported Word Doc to an editable template/document or just having to create from scratch.

  2. 28 votes

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    An error occurred while saving the comment

    Once doc is approved, if the recipient or signer needs to be re-sent for approval which delays the workflow.

  3. 34 votes

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    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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  4. 68 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 14 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 31 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  7. 353 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 677 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  9. 112 votes

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    An error occurred while saving the comment

    When a recipient is signing a document, the prompt only takes them to each of the required fields vs every single field including optional ones.

  10. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  11. 46 votes

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    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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  12. 18 votes

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  13. 13 votes

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    We wanted to share an update regarding [insert 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.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  14. 23 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  15. 38 votes

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    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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  16. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  17. 54 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
    An error occurred while saving the comment

    One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.

  18. 65 votes

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    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 this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    An error occurred while saving the comment

    Ability to send up to 20 documents in a bundle instead of the current 10 docs.

  19. 223 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  20. 72 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
    An error occurred while saving the comment

    Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.