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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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13 results found

  1. 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.

    427 votes

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  2. Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    294 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  3. Possibility to send a payment reminder to the recipients in Editor 2.0

    136 votes

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  4. Availability to use custom variables for the forms (at the moment only role variables can be used)

    62 votes

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    7 comments  ·  Forms  ·  Admin →
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  5. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    15 votes

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  6. Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  7. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  8. The ability to enable recipients to not have to input recipient information before singing a form

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  10. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  11. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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  12. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    Hi,
    Good news: we have already started working on this feature, and it's now ready for Early Access. Establish a secure and organized collaboration space for your deals — a central hub for organizing resources, sharing documents, and seamlessly collaborating and negotiating with your buyers. If you'd like to test it, reach out to our support team at support@pandadoc.com. You can also reach out to your Account Manager or Customer Success Manager if you have one. 

    Here's where you can learn more about it - Rooms.

  13. Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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