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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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3967 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.

    465 votes

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  2. 301 votes

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    Idea  ·  26 comments  ·  Other  ·  Admin →
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  3. Ability to redirect a recipient to a custom URL when they complete a document.

    268 votes

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  4. 243 votes

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  5. 236 votes

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  6. 198 votes

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  7. 190 votes

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  8. 184 votes

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

    181 votes

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  10. 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.

    177 votes

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    Idea  ·  26 comments  ·  Workflow  ·  Admin →
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  11. 169 votes

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

    154 votes

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

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  13. 142 votes

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  14. 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.

    136 votes

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  15. 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).

    134 votes

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  16. Ability to schedule when to send a document

    127 votes

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  17. The option to edit the Completed document with saving the signature.

    123 votes

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  18. 122 votes

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  19. 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

    119 votes

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