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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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560 results found

  1. 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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  2. Move placeholder text outside of the field

    2 votes

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

    11 votes

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

    66 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

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

    9 votes

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  6. 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!

  7. "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. "

    8 votes

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  8. 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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  9. optional items for a dropdown field

    9 votes

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  10. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  11. 2 votes

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  12. 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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  13. 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.

    21 votes

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  14. 3 votes

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  15. 21 votes

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  16. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  17. Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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  18. Set multiline text settings for fields in bulk

    5 votes

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  19. 32 votes

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  20. 12 votes

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