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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. 1 vote

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  2. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    11 votes

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  3. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  4. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  5. 2 votes

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  6. 5 votes

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  7. 5 votes

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  8. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    14 votes

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  9. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  10. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  11. 4 votes

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  12. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  13. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  14. 6 votes

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  15. 36 votes

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  16. Option to update document currency via variable

    3 votes

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  17. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  18. To set up a default value in the field

    2 votes

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  19. Make the next button more clear when completing fields and signing the document

    14 votes

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  20. 5 votes

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