Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    9 votes

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

    24 votes

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  3. 12 votes

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

    11 votes

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  5. 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!

    25 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  6. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    6 votes

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    Idea  ·  0 comments  ·  Fields  ·  Admin →
  7. 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.

    189 votes

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  8. ability (button) to download a PDF of a Form

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  9. 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.

    201 votes

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

    199 votes

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

    109 votes

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  12. ability to add adobe fonts

    4 votes

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  13. The option to set up different names for the documents created from one form.

    14 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  14. No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
  15. option within forms to automatically forward someone to a provided URL after they submit the form

    11 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  16. format column color,
    change font size for Total
    Format color of the Pricing table footer

    155 votes

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  17. Ability to work with the document offlie, similar to google document

    5 votes

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  18. Folder organization for Forms.

    7 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
  19. Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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  20. 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

    20 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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