Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    133 votes

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  2. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    74 votes

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  3. Ability multiselect for blocks and fields with bulk actions

    120 votes

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

    14 votes

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

    77 votes

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  6. The option to edit the Completed document with saving the signature.

    52 votes

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

    8 votes

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

    5 votes

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  9. Ability to allow users to attach files even when the document has been sent.

    4 votes

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  10. customize the auto-reminder Time and Days

    5 votes

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  11. 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.

    4 votes

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  12. Merge cells in a table.

    107 votes

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  13. Check box field : conditions where recipient can choose and check just 1 from all assigned check boxes

    15 votes

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  14. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    4 votes

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  15. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    7 votes

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

    58 votes

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  17. True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa

    11 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  18. Ability to redline a document without leaving pandadoc.

    94 votes

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    In development  ·  9 comments  ·  Workflow  ·  Admin →
  19. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
  20. Pre-Sign template option so documents can be signed by the sender on the template level and save time.

    6 votes

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    2 comments  ·  Workflow  ·  Admin →
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