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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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354 results found

  1. The ability for the recipients to edit variables.

    23 votes

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

    23 votes

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  3. change time zone for date variable formatting

    22 votes

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

    22 votes

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

    21 votes

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  6. 20 votes

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

    19 votes

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

    19 votes

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  9. 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…

    18 votes

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  10. 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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  11. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  12. 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.

    17 votes

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  13. 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.

    17 votes

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  14. 17 votes

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  15. Add order in which the recipient would be able to act on fields.

    16 votes

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

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  16. option to setup a fillable field for date that will auto fill the date that the client opened the link

    15 votes

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  17. 14 votes

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  18. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    14 votes

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  19. ability to add items to dropdown field in bulk

    14 votes

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