Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    375 votes

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  2. 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.

    349 votes

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

    329 votes

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  4. 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.

    287 votes

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  5. 245 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →

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  6. Ability multiselect for blocks and fields with bulk actions

    192 votes

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  7. 190 votes

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  8. 148 votes

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  9. Option to edit uploaded PDF, convert to editable document/template

    130 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    126 votes

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  10. 125 votes

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

    123 votes

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  12. 122 votes

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  13. 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.

    121 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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  14. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    119 votes

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  15. extend the expiration time of a document once it has become expired

    112 votes

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  16. 111 votes

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  17. Currently, page numbers on the footer is available for printed document version only. The proposal is also make this visible in the PandaDoc template/document.

    108 votes

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  18. 105 votes

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    Idea  ·  6 comments  ·  API & Integrations  ·  Admin →

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  19. Ability to change the color of the fillable fields

    101 votes

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