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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4296 results found

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

    New Date Variable: Signature Date

    529 votes

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

    448 votes

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  3. 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.

    411 votes

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  4. 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.

    320 votes

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  5. To be able to modify the format of the Document.CreatedDate variable (token).

    318 votes

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  6. 276 votes

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    Idea  ·  25 comments  ·  Other  ·  Admin →
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  7. Ability to redirect a recipient to a custom URL when they complete a document.

    232 votes

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  8. 223 votes

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  9. 221 votes

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  10. 206 votes

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  11. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    172 votes

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  12. 167 votes

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  13. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    158 votes

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  14. Option to edit uploaded PDF, convert to editable document/template

    157 votes

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  15. 156 votes

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  16. 156 votes

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  17. 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.

    153 votes

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    Idea  ·  23 comments  ·  Workflow  ·  Admin →
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  18. 147 votes

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  19. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    146 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    137 votes

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