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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 36 votes

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  2. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  3. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. 11 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  5. 20 votes

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  6. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    10 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Save and Doesn't save buttons for templates and documents.

    23 votes

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  9. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. change orientation for uploaded template

    12 votes

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  11. 2 votes

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  12. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  13. 2 votes

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  14. I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

    4 votes

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  15. We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  16. Possibility to change subtotal/total manually.

    34 votes

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  17. Search documents from the dashboard

    27 votes

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  18. Allow editing several WS at once.

    4 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    65 votes

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    18 comments  ·  Approvals  ·  Admin →
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  19. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    139 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

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