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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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425 results found

  1. 28 votes

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

    28 votes

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  3. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    27 votes

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  4. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  5. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    26 votes

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  6. An option to save custom variables / tokens to be used across templates.

    25 votes

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  7. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    24 votes

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  8. display fields when downloaded (recipient view) without signature

    24 votes

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  9. 23 votes

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  10. change time zone for date variable formatting

    22 votes

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  11. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    22 votes

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  12. 21 votes

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  13. Fonts for signatures - Added font options for SIgntaure

    21 votes

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  14. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    21 votes

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  15. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    21 votes

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  16. Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    20 votes

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  17. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    20 votes

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    • Add the ability to set different from black signature color.
    20 votes

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  18. 18 votes

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  19. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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