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84 results found

  1. Automatic calculations in fields

    174 votes
    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    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.

    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    For example, adding a copyright to a document with the year so I don't have to update every template every year

  2. Image library: bulk upload feature for images

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

  3. Reminder customization: Customize the text in reminder message

    363 votes
    35 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    To have the option to Repeat reminder a week apart and not just every week

  4. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    48 votes
    17 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    ability to have one recipient just select the option while the other recipient (the sender) can set the pricing, qty, etc.

  5. Hyperlinks in saved mesages

    24 votes
    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    To have the option to add hyperlinks or images in the send email via Pandadoc

  6. Duplicate pricing table rows

    24 votes
    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    it would be nice to be able add dupicate rows to tables together with the added fields.

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

    87 votes
    14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    How important is this to you?
    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  · 

  8. Pass images from CRMs to documents using tokens/variables

    66 votes
    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Passed images from Salesforce to document using tokens

  9. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    24 votes
    2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  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!

    AdminMadelyn Gunay (Admin, PandaDoc) supported this idea  · 

  10. Export Field Data into CSV or Excel file

    138 votes
    22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Ability to export form response (CSV) across multiple forms into one csv file.

  11. Document forwarding - Auto populate email recipient / contact for easy process

    5 votes
    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Ability to do document forwarding and have the information entered by the first receiver saved

  12. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    147 votes
    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Ability to filter documents that are partially completed but not yet finalized by recipients

  13. "Instructions" block (auto-deleted text block)

    5 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    The text with instruction will show when the recipient is filling out the form and will disappear once the document is completed

  14. Products in different languages and currencies with the same SKU in Catalog

    27 votes
    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Ability to add two different currencies under one SKU/Product

  15. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    9 votes
    3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    I would like to know how to pay a payment with two credit cards

  16. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes
    18 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    Option to send back the form to the first signer for final completion

  17. Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.

    195 votes
    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  18. Import complex MS Word features such as SmartArt, shapes, comments, and notes to maintain the integrity of the original documents.

    193 votes
    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

  19. When MS Word documents are uploaded to PandaDoc, the page size, fonts, and overall styling mirror the original document settings.

    240 votes
    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    An error occurred while saving the comment
    AdminMadelyn Gunay (Admin, PandaDoc) commented  · 

    currently the word doc download looks wonky and not like the actual contract,

  20. Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.

    194 votes
    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

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