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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • 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. 3 votes

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  2. 21 votes

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  3. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  4. Warn document creators that information required by them for fields is missing when sending documents.

    3 votes

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  5. Set multiline text settings for fields in bulk

    5 votes

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  6. move the other placeholders when text fields expand when the multi-line is enabled

    23 votes

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  7. 8 votes

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  8. 2 votes

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  9. 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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  10. 29 votes

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  11. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  12. 7 votes

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  13. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    6 votes

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  14. 7 votes

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  15. 11 votes

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  16. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    19 votes

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  17. Automatically place signature field on every page by dropping it once

    38 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    14 votes

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  19. 4 votes

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  20. page number variables ev2

    7 votes

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