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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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226 results found

  1. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    3 votes

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  2. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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!

  3. change custom variable format

    9 votes

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  4. 11 votes

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  5. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    4 votes

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  6. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 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. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    29 votes

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  8. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    6 votes

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  9. Option to change placeholder text in field blocks permanently

    3 votes

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  10. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  11. Pricing table "enable quantity editing" set as required field

    3 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!

  12. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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  13. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    7 votes

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  14. 3 votes

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  15. Add the ability to make a field read only

    9 votes

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  16. When uploading a PDF document as a template improve field recognition.

    12 votes

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  17. The option/button to clear all the fields at once.

    8 votes

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  18. availability to set some fields as "not required" by default

    17 votes

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  19. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    27 votes

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  20. 51 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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