Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    259 votes

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  2. If then logic around content from the content library and the pricing table

    169 votes

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  3. To be able to modify the format of the Document.CreatedDate variable (token).

    156 votes

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  4. 154 votes

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    Idea  ·  16 comments  ·  Other  ·  Admin →
  5. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    137 votes

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  6. Fill Out Field Once & Auto-populate Across All Instances

    133 votes

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  7. Auto-populate the date field / variable based on the date the document is signed

    130 votes

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  8. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    127 votes

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  9. Ability multiselect for blocks and fields with bulk actions

    120 votes

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  10. format column color,
    change font size for Total
    Format color of the Pricing table footer

    115 votes

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  11. Merge cells in a table.

    107 votes

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  12. 98 votes

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  13. Customize the text in reminder message

    88 votes

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  14. Ability to redirect a recipient to a custom URL when they complete a document.

    83 votes

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  15. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    77 votes

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    • separate repository in side bar (like Content library)

    • folders within Image library

    77 votes

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  16. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    74 votes

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  17. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    74 votes

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  18. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    71 votes

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  19. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    67 votes

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