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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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542 results found

  1. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    14 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. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  3. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    4 votes

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  4. 21 votes

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  5. 3 votes

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  6. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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  7. ability to make images as dynamic field or as a variable

    63 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  8. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    20 votes

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  9. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    6 votes

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  10. ability to use pricing tables profit&margin variables

    4 votes

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  11. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  12. The possibility to add only sequence number to the document without required sequence name.

    6 votes

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  13. The option to draw in PandaDoc from the recipient's side.

    10 votes

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  14. 7 votes

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  15. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    84 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  16. Option to put formulas into variables similar to Excel

    85 votes

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  17. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  18. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  19. 9 votes

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  20. 1 vote

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