Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add a spell checker to app

    43 votes

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  2. 42 votes

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  3. 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 →
  4. The ability to populate today's date in a token

    41 votes

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

    40 votes

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

    39 votes

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  8. Diff requests for improvement of Quickbooks integration:


    1. Integration with Quickbooks Desktop

    38 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  9. Be able to use ACH payments with Quickbooks payment gateway

    37 votes

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

    36 votes

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  11. 36 votes

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    • Add ability to continue ordered lists with interruptions

    35 votes

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  12. Find and Replace All feature

    35 votes

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  13. 35 votes

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

    34 votes

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  15. 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.

    33 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  16. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    33 votes

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

    33 votes

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  18. 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).

    32 votes

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  19. 32 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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