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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. After we accepted some red line changes, all of the text fields that we had added for people to fill out no longer aligned with the formatting and where they were supposed to be. Is there a way to lock a text field box in line with other text?

    5 votes

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  2. Make pricing table footer fields available for custom mapping

    2 votes

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  3. Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    11 votes

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  4. 4 votes

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  5. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  6. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    107 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  7. 7 votes

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  8. ability to add items to dropdown field in bulk

    16 votes

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  9. 3 votes

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  10. display fields when downloaded (recipient view) without signature

    28 votes

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  11. 2 votes

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  12. 2 votes

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  13. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  14. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    139 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

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

    62 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.

  16. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  17. Placeholder for checkbox field.

    16 votes

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    • Add the ability to set different from black signature color.
    22 votes

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  18. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  19. Set a character limit in text boxes (fields).

    48 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!

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