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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 2 votes

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  3. Ability to import multiple font weights at a time.

    2 votes

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  4. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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  5. 1 vote

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  6. 3 votes

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  7. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  9. 4 votes

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  10. 6 votes

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  11. 2 votes

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  12. Ability to populate approver's name via variable.

    2 votes

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  13. 2 votes

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  14. Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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  15. to change the decimals on the cell level

    16 votes

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  16. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  17. We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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  19. 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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  20. Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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