Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

    29 votes

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  2. Have an option to change timezone of the application to AEST.

    29 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  3. 29 votes

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

    28 votes

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  5. Find and Replace All feature

    28 votes

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  6. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    27 votes

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  7. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    27 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  8. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    27 votes

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  9. Auto-update templates/CLIs if the item is updated in Catalog

    26 votes

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  10. The ability to have custom fonts outside of Google fonts in EV2.

    25 votes

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  11. limit which templates / template folders a user can access

    25 votes

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  12. Allow for information put into fields to be exported as a CSV or Excel file.

    25 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  13. 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.

    24 votes

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    Idea  ·  6 comments  ·  Workflow  ·  Admin →
  14. Ability to change the color of the field

    24 votes

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  15. 24 votes

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  16. Ability to preview the document as the cusotmer would see it outside of PandaDoc

    24 votes

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  17. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    24 votes

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

    23 votes

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  19. Implement recurring type of payments in a pricing table

    23 votes

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

    23 votes

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