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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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364 results found

  1. Increase file upload size limit

    10 votes

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

    33 votes

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  3. 2 votes

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  4. 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.

    13 votes

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  5. 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.

    12 votes

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  6. 3 votes

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  7. 17 votes

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  8. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  9. Warn document creators that information required by them for fields is missing when sending documents.

    3 votes

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  10. Set multiline text settings for fields in bulk

    3 votes

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

    12 votes

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  12. 4 votes

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  13. 2 votes

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  14. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  15. 24 votes

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  16. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    16 votes

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  17. 7 votes

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  18. The ability to set your custom variables at the account level and their default values at the account level would be fantastic.

    If we have the current hourly pricing trickled through out multiple documents, its a pain to update, but if we have the variable in the document and then can update the price tied to that variable, that makes it way easier.

    5 votes

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  19. 7 votes

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  20. 3 votes

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