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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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508 results found

  1. Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    139 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!

  2. 1 vote

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  3. 9 votes

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  4. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  5. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    21 votes

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  6. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  7. ability to extend a dropdown field as it works with any other fields

    6 votes

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  8. 12 votes

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  9. 3 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  10. 2 votes

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  11. 15 votes

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  12. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  13. Pricing table "enable quantity editing" set as required field

    1 vote

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  14. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  15. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  16. Assign custom fields to columns in the Price Table

    10 votes

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  17. Allow for information put into fields to be exported as a CSV or Excel file.

    114 votes

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    Hi,

    This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.

    2 votes

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  19. 1 vote

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