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

    441 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.

    383 votes

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

    376 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.

    293 votes

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  5. 260 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →

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  6. Ability multiselect for blocks and fields with bulk actions

    206 votes

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  7. 199 votes

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  8. 166 votes

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  9. 164 votes

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  10. 147 votes

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  11. 144 votes

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  12. 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.

    136 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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

    136 votes

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

    136 votes

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  15. 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

    133 votes

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

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  16. 129 votes

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

    127 votes

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  18. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    117 votes

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  19. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    107 votes

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