Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    57 votes

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  2. Improvements for Catalog, Pricing table, etc.

    34 votes

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  3. 215 votes

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

    34 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  5. Share templates and Content Library items in Editor 2.0 by a user

    54 votes

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  6. 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

    169 votes

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  7. 34 votes

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  8. 68 votes

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  9. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    112 votes

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  10. 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.

    126 votes

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  11. Create a variable, which contains the date, when the document is completed

    20 votes

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  12. Insert images in pricing table in Editor 2.0.

    106 votes

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  13. 24 votes

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

    119 votes

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  15. ability to disable Signature Certificate for completed documents

    7 votes

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    2 comments  ·  Other  ·  Admin →
  16. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    46 votes

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  17. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  18. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    43 votes

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  19. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    15 votes

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

    105 votes

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