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  1. Customize the text in reminder message

    166 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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    Charles Cozette supported this idea  · 

  2. convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  3. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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

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    Charles Cozette supported this idea  · 

  4. Transfer a document with filled in fields to another WS

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Charles Cozette commented  · 

    This is a must have, if it's not available for user it should at least be available for admin.
    Many times documents are created from a wrong workspace, we need to be able to move a document from one workspace to another.

    Charles Cozette supported this idea  · 

  5. Reporting of multicurrency in the same workspace

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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    Charles Cozette supported this idea  · 

  6. [Workspaces] Sync or copy contacts from one workspace to another

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Charles Cozette supported this idea  · 

  7. More Robust Analytics Reporting

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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    Charles Cozette supported this idea  · 

  8. Signing Group

    80 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Charles Cozette supported this idea  · 

  9. Edit uploaded PDFs: OCR

    124 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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    Charles Cozette supported this idea  · 

  10. Allow same email address for multiple recipients and/or signers

    86 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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    Charles Cozette supported this idea  · 

  11. Use variables in document titles

    141 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Charles Cozette supported this idea  · 

  12. Pricing Table: Formulas.

    343 votes

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    Idea  ·  30 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    Charles Cozette supported this idea  · 

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

    133 votes

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

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    Charles Cozette supported this idea  · 

  14. Autofill Repeating Fields (Fields Mirroring)

    311 votes

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    Idea  ·  31 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Charles Cozette supported this idea  · 

  15. Log in via 2FA (Two Factor Authentication)

    82 votes

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    Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →

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  16. Pull updated pricing table details from Salesforce to PandaDoc

    25 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  17. Add fields in bulk

    5 votes

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

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  18. Autofill the date field / variable with the date of signing the document

    358 votes

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    Idea  ·  35 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Charles Cozette supported this idea  · 

  19. Ability to change the date format for variables

    273 votes

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    On roadmap  ·  19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Charles Cozette supported this idea  ·