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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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530 results found

  1. ability to add lists and spaces in variables

    2 votes

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  2. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  3. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  4. 8 votes

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  5. 3 votes

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  6. 1 vote

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  7. Drop-down field with the possibility of selecting several options.

    14 votes

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  8. 3 votes

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  9. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  10. 11 votes

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  11. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  12. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  13. ability to add items to dropdown field in bulk

    16 votes

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  14. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  15. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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  16. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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  17. 3 votes

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  18. At the moment by hovering it is possible to change only the width

    1 vote

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  19. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  20. Set multiline text settings for fields in bulk

    5 votes

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