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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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3992 results found

  1. 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).

    128 votes

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  2. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    118 votes

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  3. The option to edit the Completed document with saving the signature.

    117 votes

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  4. Ability to schedule when to send a document

    117 votes

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  5. 116 votes

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  6. 109 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →
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  7. 108 votes

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  8. Find and Replace All feature in a document or a template

    105 votes

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  9. Auto-update templates/CLIs if the item is updated in Catalog

    100 votes

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  10. The option to change time zone for signature certificate.

    97 votes

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  11. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    93 votes

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    Idea  ·  21 comments  ·  API & Integrations  ·  Admin →
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  12. Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    93 votes

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  13. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    91 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
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  14. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    91 votes

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  15. Possibility to send a payment reminder to the recipients in Editor 2.0

    89 votes

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  16. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    88 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →
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  17. 85 votes

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  18. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    84 votes

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  19. 84 votes

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    Idea  ·  17 comments  ·  Other  ·  Admin →
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  20. Option to set the different header/footers for each page or to delete the it at all.

    84 votes

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