Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 52 votes

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  2. 48 votes

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  3. 47 votes

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

    46 votes

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

    46 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. 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.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  7. 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).

    45 votes

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

    45 votes

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  9. Find and Replace All feature

    45 votes

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  10. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    44 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  11. The ability to populate today's date in a token

    44 votes

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  12. Ability to change the color of the field

    43 votes

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

    43 votes

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  14. The option to rotate pages.

    42 votes

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    • Add ability to continue ordered lists with interruptions
    41 votes

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  15. 41 votes

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  16. Link a document to an existing CRM record so document is displayed within CRM document list.

    40 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  17. add image to table columns

    40 votes

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

    40 votes

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  19. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    40 votes

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