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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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534 results found

  1. automatically expanding while recipients type on it

    3 votes

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  2. Ability to use line items from CRM as a variable for smart content.

    1 vote

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  3. Ability to customize system variables like the document reference number

    9 votes

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  4. Different colors for dropdown items

    1 vote

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  5. duplicate conditional fields with rules across all pages

    2 votes

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  6. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    8 votes

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  7. The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    1 vote

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  8. Ability to set a required number of characters for fields

    6 votes

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  9. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    2 votes

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  10. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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  11. 1 vote

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  12. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    6 votes

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  13. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    8 votes

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  14. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  15. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    5 votes

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  16. 37 votes

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  17. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    2 votes

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  18. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  19. currently, content blocks can only be adjusted manually from the cover page but it would be helpful if we can make the blocks adjustable through the other pages too.

    3 votes

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  20. bulk way to fill in variables from a Google Sheet

    3 votes

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