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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 2 votes

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  3. 3 votes

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  4. The ability for the recipients to edit variables.

    39 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. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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  6. 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)

    27 votes

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

    1 vote

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  8. 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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  9. 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)

    292 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.

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

    6 votes

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

    4 votes

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  13. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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

    5 votes

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  15. Option to change placeholder text in field blocks permanently

    2 votes

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

    7 votes

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  17. 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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  18. Make it impossible to send a document if the required variables are not filled in

    18 votes

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  19. 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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  20. 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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