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  1. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Adam Rycroft supported this idea  · 

  2. Automatic calculations in fields

    180 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

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    Adam Rycroft commented  · 

    Hi,

    I'd like to chime in that these features would be very beneficial to have. Our finance department would like to be able to use Panda Docs more, and not having currency fields that can be calculated together is a major roadblock to implementing what we are trying to do.

  3. Salesforce Mobile App Capability

    44 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Adam Rycroft commented  · 

    Hi,

    Our staff see many clients in the field. Having this functionality available through the Salesforce app would make their jobs a lot simpler.

    Adam Rycroft supported this idea  ·