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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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453 results found

  1. 1 vote

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  2. word wrap option - Dropdown field

    2 votes

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  3. box type text field - for 1 letter or 1 digit only

    2 votes

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  4. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    6 votes

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    • will allow the user to exceed the 10000 limit
    2 votes

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  5. The ability for PandaDoc to recognize variables when uploading

    2 votes

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  6. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  7. The ability to shorten the length bypassing the current length limitation of fillable fields.

    2 votes

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  8. 42 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!

  9. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    3 votes

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  10. It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    8 votes

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  11. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    6 votes

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  12. Automatically add variables to a newly created template

    2 votes

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  13. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    2 votes

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  14. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    3 votes

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  15. automatically expanding while recipients type on it

    3 votes

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  16. Ability to use line items from CRM as a variable for smart content.

    1 vote

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  17. Different colors for dropdown items

    1 vote

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  18. duplicate conditional fields with rules across all pages

    2 votes

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  19. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    1 vote

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