Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    53 votes

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  2. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    33 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  3. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    62 votes

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  4. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    57 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
  5. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    262 votes

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  6. 56 votes

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  7. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    33 votes

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  8. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    40 votes

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  9. 102 votes

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  10. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    13 votes

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

    130 votes

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

    178 votes

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

    71 votes

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  14. 155 votes

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    Idea  ·  16 comments  ·  Other  ·  Admin →
  15. Accessibility in PandaDoc

    9 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  16. To be able to modify the format of the Document.CreatedDate variable (token).

    156 votes

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

    116 votes

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  19. 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 →
  20. 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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