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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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570 results found

  1. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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  2. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  3. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    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. 3 votes

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  6. 3 votes

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  7. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  8. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  9. 3 votes

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  10. 3 votes

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  11. 3 votes

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  12. 3 votes

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  13. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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  14. 3 votes

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

    2 votes

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  16. I need to filter the documents by Hubspot properties

    2 votes

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  17. 2 votes

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  18. To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.

    2 votes

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  19. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  20. Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template

    2 votes

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