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  1. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Roman Villard supported this idea  · 

  2. Approval workflow in forms

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →

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    Roman Villard supported this idea  · 

  3. Option to BCC recipents on documents

    58 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Roman Villard supported this idea  · 

  4. Reminder customization: Customize the text in reminder message

    190 votes

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    Idea  ·  19 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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    Roman Villard supported this idea  · 

  5. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    245 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →

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    Roman Villard supported this idea  · 

  6. Pricing Table - numbers formatting (number of decimals, currency prefix, currency format etc.)

    287 votes

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    Idea  ·  39 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    Roman Villard supported this idea  · 

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

    375 votes

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    Idea  ·  36 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Roman Villard supported this idea  · 

  8. Pricing Table: Formulas.

    349 votes

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    Idea  ·  31 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    Roman Villard supported this idea  · 

  9. Quickbooks ACH

    63 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Roman Villard supported this idea  · 

  10. Quickbooks Desktop Integration

    58 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Roman Villard supported this idea  · 

  11. Hubspot true two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    159 votes

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    In development  ·  14 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Roman Villard supported this idea  · 

  12. Fillable fields placed inline with text text blocks and tables

    14 votes

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

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    Roman Villard supported this idea  · 

  13. Edit the dimensions of insertable fields

    7 votes

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

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    Roman Villard supported this idea  · 

  14. Ability to change the date format for variables

    280 votes

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    On roadmap  ·  21 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Roman Villard commented  · 

    Variable Date Fields such as ​[Document.CreateDate] should have the option to select what date format is most appropriate.

    Instead of "Jun 10, 2021", It would be great to read as the full month - "June 10, 2021".

    Roman Villard supported this idea  ·