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

    169 votes

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  2. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    126 votes

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

    119 votes

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

    105 votes

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  5. Ability multiselect for blocks and fields with bulk actions

    89 votes

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

    88 votes

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  7. 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.

    88 votes

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  8. Add radio buttons

    86 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
  9. format column color,
    change font size for Total
    Format color of the Pricing table footer

    78 votes

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  10. 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.

    78 votes

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  11. Merge cells in a table.

    74 votes

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  12. 68 votes

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  13. Ability to redline a document without leaving pandadoc.

    64 votes

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    Idea  ·  5 comments  ·  Workflow  ·  Admin →
  14. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    57 votes

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  15. Customize the text in reminder message

    56 votes

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  16. 52 votes

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  17. 51 votes

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    • separate repository in side bar (like Content library)

    • folders within Image library

    50 votes

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

    49 votes

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

    48 votes

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