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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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3951 results found

  1. 124 votes

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  2. 121 votes

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    Idea  ·  12 comments  ·  Other  ·  Admin →
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  3. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    116 votes

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  4. 114 votes

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

    110 votes

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  6. 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…

    110 votes

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

    106 votes

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  8. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    106 votes

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

    105 votes

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  10. 104 votes

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  11. Option to set the different header/footers for each page or to delete the it at all.

    104 votes

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

    96 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →
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  13. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    94 votes

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  14. Allow for information put into fields to be exported as a CSV or Excel file.

    94 votes

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  15. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    93 votes

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  16. 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.

    93 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
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  17. Edit images in library (i.e. crop, rotate, color etc.)

    93 votes

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  18. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    93 votes

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  19. Availability to edit a document after it was sent out and save the changes.

    92 votes

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  20. 89 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
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