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Conditional fields
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 fieldsradio buttons with conditional logic
484 votes -
Autofill the date field / variable with the date of signing the document
Auto-populate the date field / variable based on the date the document is signed
358 votes -
Pricing Table: Formulas.
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.
343 votes -
Autofill Repeating Fields (Fields Mirroring)
Fill Out Field Once & Auto-populate Across All Instances
312 votes -
Ability to change the date format for variables
To be able to modify the format of the Document.CreatedDate variable (token).
273 votes -
Pricing Table - numbers formatting (number of decimals, currency prefix, currency format etc.)
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.
274 votes -
236 votes
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[Bulk actions] Ability multiselect for blocks and fields
Ability multiselect for blocks and fields with bulk actions
186 votes -
Customize the text in reminder message
Customize the text in reminder message
166 votes -
Redirect recipient to a custom URL upon completion
Ability to redirect a recipient to a custom URL when they complete a document.
165 votes -
Hubspot true two-way sync (2-way sync)
all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)
145 votes -
142 votes
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
142 votes -
Templates are updated once the Content library item is updated as well
Content Library Updates also Update Templates
133 votes -
Edit uploaded PDFs: OCR
Option to edit uploaded PDF, convert to editable document/template
124 votes -
Image Library - separate repository and folders
- separate repository in side bar (like Content library)
- folders within Image library
122 votes -
[Bulk actions] Upload multiple documents and templates at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
121 votes -
Spellchecker: Spell Check in App like Grammarly
Add a spell checker to app
119 votes -
Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.
- Add ability to continue ordered lists with interruptions
112 votes -
Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
112 votes
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