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

    262 votes

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  2. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    13 votes

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

    130 votes

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

    178 votes

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  5. have a field that multiple people can edit.

    8 votes

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  6. 9 votes

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

    156 votes

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  8. Conditional logic for the forms.

    4 votes

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  9. ability to select signature type for specific templates/documents

    8 votes

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  10. 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.

    62 votes

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  11. Allow to adjust the document name when creating the document from template within the assignees window

    3 votes

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  12. Ability to add a heading to the top of a table.

    10 votes

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  13. 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.

    127 votes

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

    134 votes

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  15. Availability to edit a document after it was sent out and save the changes.

    14 votes

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

    78 votes

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  17. Availability to use custom variables for the forms (at the moment only role variables can be used)

    5 votes

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  18. 3 votes

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  19. Notification for signed but did not hit the Finish button

    2 votes

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  20. Merge cells in a table.

    107 votes

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