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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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542 results found

  1. Add order in which the recipient would be able to act on fields.

    17 votes

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  2. 2 votes

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  3. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  4. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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  5. 10 votes

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  6. 4 votes

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  7. 1 vote

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

    133 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. 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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  10. 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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  11. ability to extend a dropdown field as it works with any other fields

    6 votes

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  12. 29 votes

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  13. 12 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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  14. 2 votes

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

    5 votes

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  16. Use excel to fill variables

    15 votes

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

    1 vote

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  18. 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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  19. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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