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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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534 results found

  1. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    7 votes

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  2. 12 votes

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  3. Use excel to fill variables

    14 votes

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

    17 votes

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  6. 9 votes

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  7. The ability for the recipients to edit variables.

    39 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!

  8. 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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  9. 3 votes

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  10. 2 votes

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  11. 5 votes

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  12. 5 votes

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  13. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  14. Move placeholder text outside of the field

    2 votes

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

    10 votes

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  16. to be able to send the document even with unassigned fields.

    58 votes

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    We wanted to share an update related to your request to have the ability to send documents with unassigned fields. After careful consideration and further analysis, we have adjusted its status to "Being Evaluated."

    This change allows us to further explore the feasibility and impact of this enhancement, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding and patience as we take the time to thoroughly evaluate this potential improvement. Your feedback is invaluable to us, and we're committed to keeping you informed on our progress.

  17. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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

    28 votes

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  19. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    7 votes

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  20. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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