Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    381 votes

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  2. 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.

    356 votes

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

    337 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.

    288 votes

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

    282 votes

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  6. 246 votes

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    Idea  ·  24 comments  ·  Other  ·  Admin →

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  7. Ability multiselect for blocks and fields with bulk actions

    197 votes

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  8. 191 votes

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

    186 votes

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

    160 votes

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

    155 votes

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  12. 152 votes

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  13. 149 votes

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

    133 votes

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  15. 131 votes

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  16. 130 votes

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

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  17. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    125 votes

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  18. 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.

    123 votes

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    Idea  ·  19 comments  ·  Workflow  ·  Admin →

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

    123 votes

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