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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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295 results found

  1. Option to change placeholder text in field blocks permanently

    3 votes

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  2. Pricing table "enable quantity editing" set as required field

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 3 votes

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  4. Variable that will type out total cost in words as well as numbers.

    3 votes

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

    3 votes

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  6. 3 votes

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

    3 votes

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  8. Hi Team,

    There is an option to automatically fill the date field with the signing date but not an option to automatically fill the date field with the document creation date.

    I'd like to see that introduced as an option.

    2 votes

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  9. When using the sections/uploads endpoint to build a bundled document from multiple templates, token (variable) values passed in the second call are applied globally across the entire document - overwriting same-named token values from the first call.

    Fields already support section-level scoping via the mergefieldscope=upload query parameter, but tokens do not. This creates a hard limitation for dynamic bundling use cases where templates are selected at runtime (e.g. from CRM data) and cannot be pre-configured with unique token names per bundle combination.

    The current workaround — converting shared tokens to fields and using mergefieldscope=upload - requires…

    2 votes

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  10. Ability to add a dropdown option directly to a specific position (i.e. Add below an existing option) instead of at the bottom by default. Each existing item should have the option to add another item below it, instead of just the remove option.

    2 votes

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  11. Have the ability to change the font of the date field to match the document font.

    2 votes

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  12. Ability to print signatures on paper documents and align with the formatting.

    2 votes

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  13. Ability to include CRM variables as column options into reports

    2 votes

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  14. When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.

    2 votes

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  15. Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.

    2 votes

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  16. Add a system variable that automatically populates the document renewal date.

    2 votes

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  17. To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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  18. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  19. I need to filter the documents by Hubspot properties

    2 votes

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  20. If the value in the HubSpot Field is Yes, the checkbox is checked.

    2 votes

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