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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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527 results found

  1. The ability for the recipients to edit variables.

    38 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. Option to use arrow down to go into description field in the pricing table

    1 vote

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  3. The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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  4. Add the ability to make a field read only

    5 votes

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  5. 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)

    291 votes

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    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.

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

    6 votes

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  7. We need to tab through variables quickly
    Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.

    4 votes

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  8. An ability to add decimals in the "Numbers only" text field

    5 votes

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  9. Option to change placeholder text in field blocks permanently

    2 votes

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  10. ZIP code UK format or International in the Text Field

    7 votes

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  11. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  12. 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.

    3 votes

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  13. 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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  14. A single row table would be very helpfull for a sum on a quate

    3 votes

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  15. a variable that autopopulates when the document was paid

    5 votes

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  16. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    139 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  17. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  18. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    3 votes

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  19. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    2 votes

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  20. 4 votes

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