542 results found
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Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
122 votesGreat 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.
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7 votes
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ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
19 votes -
3 votes
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Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
31 votes -
2 votes
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31 votes
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2 votes
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
18 votes -
Automatic calculations in fields
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.
171 votesThe 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.
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Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
63 votesHi. 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.
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Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
26 votes -
placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
Let the customer select optional items in pricing tables without assigning a field
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 -
3 votes
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Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
14 votes -
13 votes
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5 votes
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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
85 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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