Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. There should be an option to add a customisation to the Table of Contents on EV2.

    48 votes

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

    47 votes

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  3. Ability to schedule when to send a document

    46 votes

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

    44 votes

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  5. Add a spell checker to app

    43 votes

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  6. 42 votes

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  7. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    41 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
  8. The ability to populate today's date in a token

    41 votes

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  9. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    40 votes

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  10. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    39 votes

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

    39 votes

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  12. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    38 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  13. extend the expiration time of a document once it has become expired

    37 votes

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

    37 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    36 votes

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  16. 36 votes

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    • Add ability to continue ordered lists with interruptions

    35 votes

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  17. Find and Replace All feature

    35 votes

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  18. 35 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  19. The option to rotate pages.

    34 votes

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