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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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  1. 1 vote

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  2. 1 vote

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  3. To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.

    1 vote

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  4. Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)

    1 vote

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  5. tokens/variables for total discount

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  9. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  10. To set up a default value in the field

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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  14. We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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  15. 1 vote

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  16. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  17. 1 vote

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  18. "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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  19. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  20. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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