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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose 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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  1. 4 votes

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  2. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    8 votes

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  3. 12 votes

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  4. Use excel to fill variables

    15 votes

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  5. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  6. Add order in which the recipient would be able to act on fields.

    18 votes

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  7. 9 votes

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  8. The ability for the recipients to edit variables.

    43 votes

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  9. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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  10. 3 votes

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  11. 2 votes

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  12. 5 votes

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  13. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    14 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. 5 votes

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  15. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  16. Move placeholder text outside of the field

    2 votes

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  17. The option to draw in PandaDoc from the recipient's side.

    11 votes

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  18. to be able to send the document even with unassigned fields.

    66 votes

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    We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!

  19. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  20. An option to save custom variables / tokens to be used across templates.

    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!

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