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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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42 results found

  1. Increase file upload size limit

    15 votes

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    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  2. 9 votes

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  3. Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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  4. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  5. 7 votes

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  6. 6 votes

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  7. 5 votes

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  8. 5 votes

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  9. When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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  10. 3 votes

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  11. Make all fields required when placing them in a document

    3 votes

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  12. One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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  13. 2 votes

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  14. Allow recipients to upload files when filling out a Form

    2 votes

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  15. The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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  16. Can you request to have your designers update the new version to have variables be in order and not alphabetical

    1 vote

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  17. To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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  18. Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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  19. I need a method to transfer variable values between pre-existing documents

    1 vote

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    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  20. Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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