Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    300 votes

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  2. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    264 votes

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  3. If then logic around content from the content library and the pricing table

    221 votes

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  4. 182 votes

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    On roadmap  ·  16 comments  ·  Other  ·  Admin →
  5. To be able to modify the format of the Document.CreatedDate variable (token).

    172 votes

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  6. Fill Out Field Once & Auto-populate Across All Instances

    158 votes

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  7. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    156 votes

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  8. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    151 votes

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  9. Auto-populate the date field / variable based on the date the document is signed

    144 votes

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  10. Ability multiselect for blocks and fields with bulk actions

    139 votes

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  11. Ability to redline a document without leaving pandadoc.

    136 votes

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    In development  ·  9 comments  ·  Workflow  ·  Admin →
  12. format column color,
    change font size for Total
    Format color of the Pricing table footer

    131 votes

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  13. 128 votes

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  14. Merge cells in a table.

    124 votes

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  15. Customize the text in reminder message

    98 votes

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  16. Ability to redirect a recipient to a custom URL when they complete a document.

    98 votes

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  17. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    95 votes

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  18. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    89 votes

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

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  19. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    82 votes

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