Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Share templates and Content Library items in Editor 2.0 by a user

    54 votes

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  2. 52 votes

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  3. 51 votes

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  4. 50 votes

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    Beta  ·  2 comments  ·  Workflow  ·  Admin →
  5. I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    50 votes

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    • separate repository in side bar (like Content library)

    • folders within Image library

    50 votes

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

    49 votes

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

    48 votes

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

    48 votes

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  9. 47 votes

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

    47 votes

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  11. 47 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
  12. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    46 votes

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  13. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    46 votes

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  14. 44 votes

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  15. 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.

    43 votes

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

    42 votes

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

    42 votes

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

    40 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
  19. The option to edit the Completed document with saving the signature.

    36 votes

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