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  1. Using Shared EV2 Templates to Create Documents in CRM

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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  2. Show "Time to Close" in HubSpot once document has been "completed"

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Katie Logan shared this idea  · 

  3. Page number visible in web version

    100 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Document Editing & Design  ·  Admin →

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    Katie Logan commented  · 

    YES! We have large documents that we review with clients digitally. Referencing page numbers in conversation would make this meeting go a lot smoother.

    Also, it would be great if the pages pop-out sidebar showed a preview of that page rather than just the "page number."

    Katie Logan supported this idea  · 

  4. Templates are updated once the Content library item is updated as well

    127 votes

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    In development  ·  19 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

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    Katie Logan commented  · 

    This is huge... Right now we have to maintain multiple instances of the same document, which seems contrary to the intent of the content library!

    Katie Logan supported this idea  · 

  5. Allow eSignature Users to edit variable content like Standard Users

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Katie Logan shared this idea  · 

  6. Autofill Repeating Fields (Fields Mirroring)

    294 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Katie Logan commented  · 

    YES PLEASE!!!

    Katie Logan supported this idea  · 
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    Katie Logan commented  · 

    If I assigned a fillable text field to a customer and gave it a name, say "Contact Name", I want the ability to link that property to other properties in my document so the customer only has to complete the "Contact Name" field one time. Once they complete it, the information they entered should appear in every "linked" field.