Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    59 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →

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  2. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    59 votes

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

    58 votes

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  4. The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    58 votes

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  5. Edit images in library (i.e. crop, rotate, color etc.)

    58 votes

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

    58 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →

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  7. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    58 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →

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  8. 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.

    58 votes

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  9. Have an option to change timezone of the application to AEST.

    55 votes

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

    55 votes

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  11. The option to rotate pages.

    54 votes

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  12. 54 votes

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

    54 votes

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

    53 votes

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  15. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    53 votes

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  16. 53 votes

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  17. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    53 votes

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  18. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    52 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →

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  19. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    52 votes

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  20. 52 votes

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