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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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542 results found

  1. An option to save custom variables / tokens to be used across templates.

    31 votes

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

    31 votes

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  3. 31 votes

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  4. Conditional fields for content library

    30 votes

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  5. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  6. 29 votes

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  7. To have the radio button field to have multiple optional item like the pricing table sections.

    28 votes

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  8. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    28 votes

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  9. At the moment Fields' values are lost when a document is downloaded as .docx

    27 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!

  10. 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.

    27 votes

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  11. 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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  12. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    26 votes

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  13. 26 votes

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

    26 votes

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  15. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    24 votes

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  16. 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.

    24 votes

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

    24 votes

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  18. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    24 votes

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  19. 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!

  20. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    22 votes

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