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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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565 results found

  1. Easier way to replace fields with same shape and size content blocks

    2 votes

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

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  2. The "Select all" checkbox should automatically check all other options

    1 vote

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  3. Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).

    4 votes

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  4. We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)

    3 votes

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  5. Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content

    4 votes

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  6. This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!

    1 vote

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  7. place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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  8. option to have a fillable field without any assigned recipients

    5 votes

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  9. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  10. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  11. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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  12. 3 votes

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  13. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  14. 1 vote

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  15. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  16. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  17. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  18. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  19. Ability to add signature field without assigned recipient.

    11 votes

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