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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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565 results found

  1. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    2 votes

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  2. Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.

    It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:

    {signature.client_1}

    3 votes

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  3. Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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  4. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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  5. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  6. 2 votes

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  7. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  8. tokens/variables for total discount

    2 votes

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  9. 2 votes

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  10. 1 vote

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  11. 55 votes

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  12. Automatically align selected fields

    15 votes

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  13. To have the radio button field to have multiple optional item like the pricing table sections.

    32 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    9 votes

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  15. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  16. 1 vote

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  17. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  18. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  19. To set up a default value in the field

    2 votes

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  20. 1 vote

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