Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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    • Add ability to continue ordered lists with interruptions
    41 votes

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  1. 41 votes

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  2. 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 →
  3. add image to table columns

    40 votes

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

    40 votes

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  5. 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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  6. limit which templates / template folders a user can access

    39 votes

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  7. Ability to link non-draft documents to CRM records.

    39 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  8. 38 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  9. 37 votes

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  10. 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.

    37 votes

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

    35 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
  12. The ability to have custom fonts outside of Google fonts in EV2.

    33 votes

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  13. 33 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
  14. 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?

    33 votes

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  15. 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)

    33 votes

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  16. 32 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  17. Edit/customize text in all email notifications

    32 votes

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

    32 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  19. Possibility to send a payment reminder to the recipients in Editor 2.0

    31 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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