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

    396 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.

    353 votes

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

    296 votes

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  4. To be able to modify the format of the Document.CreatedDate variable (token).

    243 votes

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  5. 242 votes

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    On roadmap  ·  21 comments  ·  Other  ·  Admin →
  6. Fill Out Field Once & Auto-populate Across All Instances

    234 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.

    233 votes

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

    223 votes

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  9. 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.

    217 votes

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  10. 173 votes

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  11. format column color,
    change font size for Total
    Format color of the Pricing table footer

    169 votes

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  12. Ability multiselect for blocks and fields with bulk actions

    161 votes

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  13. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    142 votes

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  14. Customize the text in reminder message

    132 votes

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

    132 votes

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  16. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    119 votes

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    On roadmap  ·  11 comments  ·  Other  ·  Admin →
  17. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    115 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
  18. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    113 votes

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  19. 107 votes

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

    104 votes

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