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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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319 results found

  1. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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  2. 4 votes

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  3. 1 vote

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  4. 9 votes

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  5. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  6. 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.

    21 votes

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  7. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  8. ability to extend a dropdown field as it works with any other fields

    6 votes

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  9. Assign custom fields to columns in the Price Table

    11 votes

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  10. 12 votes

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  11. 3 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  12. 2 votes

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  13. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  14. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  15. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  16. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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  17. Use excel to fill variables

    14 votes

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  18. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  19. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    4 votes

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