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  1. 677 votes

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    Jeff Rosen supported this idea  · 
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    Jeff Rosen commented  · 

    Excel formulas being possible within PandaDoc Tables. Specifically, a sum formula and one for percentage increases/decreases would be ideal.

  2. 8 votes

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    Jeff Rosen commented  · 

    Robert pointed out that the forwarding behavior in 2.0 is different than what was seen in 1.0.

    In 1.0 the person whom a document was forwarded was forced into entering their first and last name. Within 2.0 the signature is defaulted to the email address of the new recipient.

    The problem is that some of his documents are returning completed with emails rather than names. It may still be legally binding (not entirely sure here) but it is a large issue for him and the rest of his organization.

    It would be ideal if the user who received the forwarded document had to input their first and last name in 2.0.

  3. 154 votes

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  4. 18 votes

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    Jeff Rosen supported this idea  · 
  5. 7 votes

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    Jeff Rosen commented  · 

    Time to close displayed for all documents using template 'X'.

  6. 191 votes

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    Released  ·  Maria Fomenko responded

    with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

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    Jeff Rosen commented  · 

    The ability to have each user within a workspace choose between a dashboard displaying everything created within a workspace vs their own view.

  7. 24 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Jeff Rosen commented  · 

    Be given the ability to adjust the size of columns and rows within tables.

  8. 298 votes

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    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

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    Jeff Rosen commented  · 

    Have the ability to edit the formatting for multiple text boxes at once.

  9. 217 votes

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    Jeff Rosen commented  · 

    Having the ability to search for a word in a document and be able to delete all instances of it.