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

    471 votes

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

    345 votes

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

    296 votes

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  4. 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.

    268 votes

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

    266 votes

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  6. 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.

    265 votes

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  7. 228 votes

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    Idea  ·  21 comments  ·  Other  ·  Admin →

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

    190 votes

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  9. Ability multiselect for blocks and fields with bulk actions

    179 votes

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

    159 votes

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  11. Customize the text in reminder message

    156 votes

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  12. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    140 votes

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  13. 138 votes

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

    138 votes

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  15. 127 votes

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

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  16. Option to edit uploaded PDF, convert to editable document/template

    116 votes

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

    115 votes

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  18. 115 votes

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  19. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    110 votes

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