Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. There should be an option to add a customisation to the Table of Contents on EV2.

    65 votes

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  2. Add a spell checker to app

    57 votes

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  3. 55 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  4. Ability to schedule when to send a document

    54 votes

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  5. There should be a feature that allow you to combine templates and documents

    54 votes

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  6. 54 votes

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  7. The option to change time zone for signature certificate.

    52 votes

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  8. 49 votes

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  9. Find and Replace All feature

    47 votes

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  10. 47 votes

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  11. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    47 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
  12. Be able to use ACH payments with Quickbooks payment gateway

    47 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    46 votes

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  14. Option to set the different header/footers for each page or to delete the it at all.

    46 votes

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  15. 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.

    45 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  16. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    45 votes

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  17. The option to rotate pages.

    45 votes

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    • Add ability to continue ordered lists with interruptions
    44 votes

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  18. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    44 votes

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  19. The ability to populate today's date in a token

    44 votes

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