Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    214 votes

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  2. 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.

    200 votes

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

    199 votes

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  4. 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.

    189 votes

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

    181 votes

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  6. 152 votes

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  7. format column color,
    change font size for Total
    Format color of the Pricing table footer

    152 votes

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  8. Ability multiselect for blocks and fields with bulk actions

    152 votes

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

    117 votes

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  10. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    114 votes

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  11. Customize the text in reminder message

    112 votes

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  12. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    109 votes

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  13. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    107 votes

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  14. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    100 votes

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    Idea  ·  10 comments  ·  Other  ·  Admin →
  15. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    98 votes

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

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  16. 88 votes

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  17. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    87 votes

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  18. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    85 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
  19. 85 votes

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