Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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  2. Save PDF with the unmasked fields.

    12 votes

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

    169 votes

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

    71 votes

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  5. 9 votes

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  6. 154 votes

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    Idea  ·  16 comments  ·  Other  ·  Admin →
  7. To be able to modify the format of the Document.CreatedDate variable (token).

    156 votes

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  8. 13 votes

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    2 comments  ·  Other  ·  Admin →
  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. 18 votes

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  13. Accessibility in PandaDoc

    8 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  14. have a field that multiple people can edit.

    7 votes

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

    115 votes

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  16. We operate in Australia and by default when we select Australian Dollars it is listed as $AU but here in Australia we just want to have this listed as $ since we don't deal with international markets. At the moment we use the USD currency to have the $ displayed correctly. It would be nice if you were not so US centric but changed the display of the currency based perhaps on the location that you select as a default. Here $ infers that you are talking in Australian dollars, $USD infers you are talking about United States Dollars.

    3 votes

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  17. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    4 votes

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    0 comments  ·  Fields  ·  Admin →
  18. 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!

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
  19. 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.

    137 votes

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  20. 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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