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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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455 results found

  1. 270 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.

    Learn more about this functionality here.

    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!

  2. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    245 votes

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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

  3. Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.

    Some examples would be
    1. Generate document name variable based on template name, customer company name, deal value and expiration date.
    2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
    3. Calculate a downpayment size using document value and a custom multiplier.
    4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…

    131 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!

  4. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    110 votes

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    Hello, 

    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!

  5. Allow for information put into fields to be exported as a CSV or Excel file.

    107 votes

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    Hi,

    This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    100 votes

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    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

  7. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    73 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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

    56 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!

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

    56 votes

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    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should be available in one of our upcoming releases.

    We will be communicating it through our product newsletter, via an alert inside PandaDoc. and here in our idea portal.

  10. ability to make images as dynamic field or as a variable

    56 votes

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    Hi. 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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  11. Set a character limit in text boxes (fields).

    44 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!

  12. 43 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!

  13. 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.

    41 votes

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    Hi there! 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. The ability for the recipients to edit variables.

    35 votes

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  15. 33 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Option to upload multiple files in a single collect files field

    33 votes

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  17. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    32 votes

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  18. Automatically place signature field on every page by dropping it once

    32 votes

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  19. 30 votes

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  20. 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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