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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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9 results found

  1. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

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

    New Date Variable: Signature Date

    642 votes

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    In development  ·  65 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    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.

    353 votes

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    61 comments  ·  CPQ - Pricing Table  ·  Admin →
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  3. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    Ability multiselect for blocks and fields with bulk actions

    239 votes

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    In development  ·  17 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    84 votes

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    In development  ·  12 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Salesforce CPQ Integration

    Integration similar to Salesforce but for Salesforce CPQ

    49 votes

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    In development  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  6. [Bulk actions] mass select and move/delete/update all or selected fields

    mass select and move/delete fields ev2

    40 votes

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    In development  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Pull Salesforce line items in the same order they are in SF

    pull the Salesforce lie items in the same order they are in SF

    8 votes

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    In development  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. sign in just with Google only

    sign in just with Google only

    2 votes

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    In development  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  9. To get all documents with recipients in one query via API

    2 votes

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    In development  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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