Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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

    484 votes

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

    358 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.

    343 votes

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

    312 votes

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

    273 votes

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  6. 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

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  7. 236 votes

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    Idea  ·  22 comments  ·  Other  ·  Admin →

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  8. Ability multiselect for blocks and fields with bulk actions

    186 votes

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  9. Customize the text in reminder message

    166 votes

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  10. Ability to redirect a recipient to a custom URL when they complete a document.

    165 votes

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

    145 votes

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  12. 142 votes

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

    142 votes

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  14. 133 votes

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

    124 votes

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

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

    121 votes

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  17. 119 votes

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  18. 112 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.

    112 votes

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