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Ideas to Improve PandaDoc

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  • 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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383 results found

  1. Fill Out Field Once & Auto-populate Across All Instances

    551 votes

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  2. To be able to modify the format of the Document.CreatedDate variable (token).

    362 votes

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  3. 262 votes

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  4. 252 votes

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  5. 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

    208 votes

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  6. 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…

    110 votes

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

    94 votes

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

    93 votes

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  9. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    88 votes

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

    83 votes

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

    61 votes

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

    52 votes

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

    48 votes

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

    40 votes

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  15. 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.

    35 votes

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  16. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    35 votes

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  17. Ability to reassign fields on a sent document without having to revert it back to Draft

    33 votes

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  18. 30 votes

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

    29 votes

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

    28 votes

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