Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    183 votes

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  2. 28 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  3. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    13 votes

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  4. Instructional bubbles to guide recipients in filling out the document,

    8 votes

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  5. ability to have a check box to make an entire pricing table optional

    5 votes

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  6. Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.

    10 votes

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  7. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    6 votes

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    Idea  ·  2 comments  ·  Workflow  ·  Admin →
  8. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    10 votes

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  9. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    8 votes

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  10. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    98 votes

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  11. Save PDF with the unmasked fields.

    15 votes

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

    6 votes

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  13. 29 votes

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  14. Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.

    6 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
  15. Availability to use custom variables for the forms (at the moment only role variables can be used)

    10 votes

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  16. customize the auto-reminder Time and Days

    10 votes

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  17. send a follow-up email/document after document completion

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. To be able to modify the format of the Document.CreatedDate variable (token).

    215 votes

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  19. Add possibility to filter by Date Completed and by token value.

    9 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  20. 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.

    86 votes

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