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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4019 results found

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

    New Date Variable: Signature Date

    516 votes

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

    429 votes

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  3. 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.

    409 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.

    318 votes

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  5. 272 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →
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  6. Ability to redirect a recipient to a custom URL when they complete a document.

    230 votes

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  7. 218 votes

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  8. 217 votes

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  9. 203 votes

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  10. 165 votes

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

    155 votes

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  12. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    154 votes

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  13. 154 votes

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  14. 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.

    152 votes

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    Idea  ·  23 comments  ·  Workflow  ·  Admin →
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  15. 146 votes

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

    144 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    136 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.

    125 votes

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  18. 120 votes

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  19. 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).

    116 votes

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