Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. extend the expiration time of a document once it has become expired

    48 votes

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

    48 votes

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  3. Add a spell checker to app

    47 votes

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  4. 47 votes

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  5. 46 votes

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    Idea  ·  8 comments  ·  Integrations  ·  Admin →
  6. There should be a feature that allow you to combine templates and documents

    46 votes

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  7. Be able to use ACH payments with Quickbooks payment gateway

    45 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    43 votes

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  9. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    42 votes

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  10. The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    42 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
  11. Option to set the different header/footers for each page or to delete the it at all.

    42 votes

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

    41 votes

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  13. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    40 votes

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  14. 40 votes

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  15. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    40 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
  16. 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.

    39 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  17. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    39 votes

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  18. Ability to change the color of the field

    38 votes

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  19. 38 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  20. 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).

    37 votes

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