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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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532 results found

  1. Company Stamp Function

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

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Recipient: Signature field options

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

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. 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

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Document Sequence variable

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. 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

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Expand the dropdown line if its text is too long: Make dropdown display a large amount of text

    12 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Make the upload field contents available to all recipients

    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    295 votes

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    19 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  10. Variables contain formulas: Excel formulas

    Option to put formulas into variables similar to Excel

    80 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Calculated Variables in Pricing tables

    Ability to add variables in columns that are not just plain text so that they can be multiplied.

    84 votes

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    9 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  12. Export Field Data into CSV or Excel file

    Allow for information put into fields to be exported as a CSV or Excel file.

    128 votes

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    18 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for your continued interest and feedback on this idea. 

    The status of this idea is currently unchanged as our team carefully reviews and assesses its feasibility. While it is looking more likely to be added to our roadmap, we cannot make any guarantees at this time. We appreciate your patience and will provide another update as soon as we have more information to share.

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