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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4233 results found

  1. Autofill the date field / variable with the date of signing the document (Today's Date system variable)

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

    New Date Variable: Signature Date

    516 votes

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    Idea  ·  45 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    Fill Out Field Once & Auto-populate Across All Instances

    429 votes

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    Idea  ·  43 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Pricing Table calculations: Excel Formulas.

    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.

    409 votes

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    Idea  ·  35 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    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.

    318 votes

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    Idea  ·  50 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  5. Ability to change the date format for variables

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

    311 votes

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    On roadmap  ·  22 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    272 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →
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  7. Redirect recipient to a custom URL upon completion

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

    230 votes

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    Idea  ·  31 comments  ·  Recipient Experience  ·  Admin →
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  8. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    218 votes

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    Idea  ·  21 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    Ability multiselect for blocks and fields with bulk actions

    217 votes

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    Idea  ·  17 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Auto name Documents with tokens / Use variables in Document and Forms titles

    203 votes

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    Idea  ·  37 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Modify Dashboard: create filters, hide statuses

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

    171 votes

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    On roadmap  ·  17 comments  ·  Documents & Data Management  ·  Admin →
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  12. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    • Add ability to continue ordered lists with interruptions
    165 votes

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    Idea  ·  22 comments  ·  Content Editing & Design  ·  Admin →
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  13. Edit uploaded PDFs: OCR

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

    154 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  14. Change the color of the recipient role fillable fields in a document (template)

    Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    154 votes

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    Idea  ·  19 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Spellchecker: Spell Check in App like Grammarly

    Add a spell checker to app

    154 votes

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    Idea  ·  18 comments  ·  Content Editing & Design  ·  Admin →
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  16. Signing Group: Ability to assign fields to a group of recipients

    Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    152 votes

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    Idea  ·  23 comments  ·  Workflow  ·  Admin →
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  17. Log in via 2FA (Two Factor Authentication) / MFA

    150 votes

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    In development  ·  24 comments  ·  Security & Compliance  ·  Admin →
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  18. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    extend the expiration time of a document once it has become expired

    146 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Admin →
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  19. Conditional Logic set up in Pricing tables

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

    144 votes

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    Idea  ·  8 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  20. Having separate repository and folders within Image Library

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

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    Idea  ·  8 comments  ·  Templates & Libraries  ·  Admin →
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