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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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3951 results found

  1. 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.

    492 votes

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

    361 votes

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

    300 votes

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    Idea  ·  38 comments  ·  Automations  ·  Admin →
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  4. 264 votes

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  5. 258 votes

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  6. 216 votes

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  7. 210 votes

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  8. 199 votes

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

    198 votes

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  10. 189 votes

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

    166 votes

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  12. 155 votes

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  13. 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.

    151 votes

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

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  14. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    150 votes

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  15. Ability to schedule when to send a document

    144 votes

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    Idea  ·  13 comments  ·  Automations  ·  Admin →
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  16. The option to edit the Completed document with saving the signature.

    137 votes

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  17. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    132 votes

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  18. Find and Replace All feature in a document or a template

    128 votes

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  19. 128 votes

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    Idea  ·  25 comments  ·  Automations  ·  Admin →
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