Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. upload csv/excel as an editable content

    15 votes

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  2. Customize footer page numbers, font size, font color and margins and padding

    3 votes

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  3. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    369 votes

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  4. replace a particular variable from all my templates all at once

    5 votes

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  5. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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  6. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    25 votes

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  7. 3 votes

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  8. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    5 votes

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  9. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    2 votes

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  10. Auto-populate the date field / variable based on the date the document is signed

    201 votes

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  11. have a field that multiple people can edit.

    15 votes

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  12. Conditional logic for the forms.

    9 votes

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  13. If then logic around content from the content library and the pricing table

    282 votes

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  14. copy and paste tables from MS Word into a PandaDoc table - to avoid copying cell by cell

    3 votes

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  15. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    2 votes

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  16. Availability to use custom variables for the forms (at the moment only role variables can be used)

    12 votes

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  17. How to make suggest edits available for other blocks besides text blocks?

    2 votes

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  18. Be able to customize the look and field of a reminder e-mail and set exactly how many days you would like in between reminders. Ideally, we would like to send reminders every day.

    10 votes

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  19. Availability to edit a document after it was sent out and save the changes.

    27 votes

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  20. Notification for signed but did not hit the Finish button

    6 votes

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