Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  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).

    96 votes

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  2. 94 votes

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

    91 votes

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  4. Ability to schedule when to send a document

    89 votes

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  5. 88 votes

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

    87 votes

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

    85 votes

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  8. limit which templates / template folders a user can access

    85 votes

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

    81 votes

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  10. 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.

    73 votes

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    Idea  ·  4 comments  ·  Workflow  ·  Admin →

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

    71 votes

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

    70 votes

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  13. 68 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →

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

    68 votes

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  15. There should be a feature that allow you to combine templates and documents

    67 votes

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  16. Have an option to create a private document where only the account owner/user can have an access to.

    66 votes

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  17. Be able to use ACH payments with Quickbooks payment gateway

    63 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  18. 61 votes

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  19. 61 votes

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    Idea  ·  11 comments  ·  Other  ·  Admin →

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  20. 60 votes

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