419 results found
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Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
130 votesGreat news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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8 votes
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ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
21 votes -
3 votes
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Show / keep fields when document is downloaded in PDF so the recipient can sign on paper
display fields when downloaded (recipient view) without signature
34 votesHi. 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!
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2 votes
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32 votes
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!
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2 votes
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[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
19 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.
187 votesThe status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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placeholder for checkbox field
Placeholder for checkbox field.
16 votes -
Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
30 votes -
4 votes
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
16 votes -
16 votes
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Variables contain formulas: Excel formulas
Option to put formulas into variables similar to Excel
95 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
90 votesHi. 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
151 votesHi. 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!
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