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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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50 results found

  1. 288 votes

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  2. 217 votes

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  3. Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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  4. I need a method to transfer variable values between pre-existing documents

    1 vote

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  5. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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  6. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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  7. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  8. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  9. 46 votes

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  10. 86 votes

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  11. Increase file upload size limit

    15 votes

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    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  12. Set a character limit in text boxes (fields).

    58 votes

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  13. Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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  14. 2 votes

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  15. 7 votes

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  16. Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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  17. 5 votes

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  18. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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  19. Allow recipients to upload files when filling out a Form

    2 votes

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  20. 27 votes

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