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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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581 results found

  1. 3 votes

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  2. In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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  3. 3 votes

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  4. 1 vote

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  5. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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  6. ability to extend a dropdown field as it works with any other fields

    6 votes

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  7. ability to use pricing tables profit&margin variables

    7 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

    5 votes

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  9. Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    2 votes

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  10. Be able to see the document expiration date variable filled in document before sending

    10 votes

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  11. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  12. 2 votes

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  13. Allow to navigate through the fields in document draft/templ

    2 votes

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  14. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  15. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    4 votes

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  16. Automatically download the attachments when opening the files added to collect files field

    69 votes

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  17. 11 votes

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

    5 votes

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  19. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    55 votes

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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  20. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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