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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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528 results found

  1. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  2. 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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  3. 4 votes

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  4. 1 vote

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  5. 9 votes

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  6. 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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  7. 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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  8. 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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  9. ability to extend a dropdown field as it works with any other fields

    6 votes

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  10. 16 votes

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  11. Assign custom fields to columns in the Price Table

    11 votes

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  12. 12 votes

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  13. 3 votes

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  14. Allow for information put into fields to be exported as a CSV or Excel file.

    120 votes

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    Hi,

    This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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

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  15. 2 votes

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

    5 votes

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

    1 vote

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  18. 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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  19. It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.

    2 votes

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