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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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530 results found

  1. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    52 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!

  2. Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    4 votes

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  3. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    17 votes

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  4. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    79 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!

  5. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  6. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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  7. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    6 votes

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  8. 2 votes

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  9. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    2 votes

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  10. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    2 votes

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  11. Ability to break up the date field into 3 fields: one for the day, one for the month, and the other for the year (with autofill)

    2 votes

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  12. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    4 votes

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  13. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  14. Smart content: ability to add into the footer

    5 votes

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  15. Use same fields in different field conditions

    2 votes

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  16. In Auto-place PDF form fields fields - allow the ability to select only specific form fields to populate in the uploaded PDF in PandaDoc

    2 votes

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  17. Support images in variables. Option to have variables for images

    3 votes

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  18. 8 votes

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  19. Link two text fields so text continues from one field to another

    2 votes

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  20. To be able to use variable to auto-populate names of the signers added in the recipient group

    2 votes

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