Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    449 votes

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  2. 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.

    386 votes

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

    377 votes

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

    301 votes

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  5. 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.

    298 votes

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  6. 261 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →

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  7. Ability multiselect for blocks and fields with bulk actions

    207 votes

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

    207 votes

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  9. 199 votes

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  10. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc). Also sync pandadocdoc value/grand total back into hubspot

    183 votes

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  11. 170 votes

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  12. 164 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.

    164 votes

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  14. 147 votes

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  15. 146 votes

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

    141 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.

    140 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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

    137 votes

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  19. 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

    135 votes

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

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