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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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581 results found

  1. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  2. A single row table would be very helpfull for a sum on a quate

    3 votes

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  3. a variable that autopopulates when the document was paid

    5 votes

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  4. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  5. 11 votes

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  6. Option to have no spaces on number/text field

    1 vote

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  7. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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  8. 3 votes

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  9. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  10. option to setup a fillable field for date that will auto fill the date that the client opened the link

    17 votes

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  11. An option to save custom variables / tokens to be used across templates.

    32 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!

  12. 1 vote

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

    10 votes

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  14. 2 votes

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  15. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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

    66 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!

  17. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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  18. Check the Box will make the text field next to it as a requirement.

    2 votes

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  19. 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.

    29 votes

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  20. 4 votes

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