Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    12 votes

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  2. An optional preview of the page content down the side of a presentation.

    3 votes

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  3. Include the option to show the subtotal after discount but before tax in the summary section of the pricing table.

    12 votes

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  4. The ability to accept payment from recipients via plaid account from stripe or add gocardless as a payment gateway. The ability to avoid having to verify each deposit.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    10 votes

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

    4 votes

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  7. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    67 votes

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  8. 6 votes

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

    107 votes

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  10. right-to-left writing

    12 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. 5 votes

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  12. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    5 votes

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  13. 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.

    4 votes

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  14. 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

    5 votes

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    Idea  ·  0 comments  ·  Fields  ·  Admin →
  15. Currently the workspace name is not visible on any page for the user. Users in multiple workspaces report this as their top issue. Please implement/add the Workspace Name at the TOP of ALL pages. We just went through our first implementation phase and it's been messy. A generous amount of our users will be in multiple workspaces too.

    6 votes

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  16. Have an option where once document is completed, it is locked and cannot be opened.

    3 votes

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  17. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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  18. Ability multiselect for blocks and fields with bulk actions

    152 votes

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  19. ZIP code UK format or International in the Text Field

    4 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  20. Customers would like to have ability to integrate with their HR tools like Greenhouse

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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