Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. limit which templates / template folders a user can access

    39 votes

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

    39 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  3. 38 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  4. 37 votes

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

    35 votes

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

    33 votes

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  8. 33 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
  9. 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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  10. 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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  11. 32 votes

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

    32 votes

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  13. 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 →
  14. Possibility to send a payment reminder to the recipients in Editor 2.0

    31 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Have an option to change timezone of the application to AEST.

    31 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  16. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    31 votes

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

    31 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  18. Make PandaDoc QES compliant

    30 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    29 votes

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  20. Implement recurring type of payments in a pricing table

    29 votes

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