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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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

    5 votes

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

    1 vote

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  4. 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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  5. 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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  6. Use excel to fill variables

    14 votes

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  7. 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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  8. 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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  9. 21 votes

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  10. 29 votes

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  11. move the other placeholders when text fields expand when the multi-line is enabled

    25 votes

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  12. 3 votes

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  13. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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  14. ability to make images as dynamic field or as a variable

    62 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    19 votes

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  16. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    6 votes

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  17. ability to use pricing tables profit&margin variables

    4 votes

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  18. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  19. The option to draw in PandaDoc from the recipient's side.

    10 votes

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  20. 7 votes

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