Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to change the color of the field

    43 votes

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  2. add image to table columns

    43 votes

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  3. Ability to link non-draft documents to CRM records.

    43 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  4. 43 votes

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  5. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Idea  ·  3 comments  ·  API  ·  Admin →
  6. Auto-update templates/CLIs if the item is updated in Catalog

    41 votes

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  7. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    41 votes

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

    40 votes

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  9. 40 votes

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    Idea  ·  9 comments  ·  Other  ·  Admin →
  10. 38 votes

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  11. 37 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
  12. 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.

    37 votes

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  13. Edit images in library (i.e. crop, rotate, color etc.)

    36 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
  14. 35 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
  15. Possibility to send a payment reminder to the recipients in Editor 2.0

    35 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)

    34 votes

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  17. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    34 votes

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  18. 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)

    34 votes

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

    34 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →
  20. The ability to have custom fonts outside of Google fonts in EV2.

    33 votes

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