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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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66 results found

  1. Update role variables

    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)

    29 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. Company Stamp Function

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

    28 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Edit variables names

    27 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released

  4. Enable validation of field values

    When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. Make the next button more clear when completing fields and signing the document

    Make the next button more clear when completing fields and signing the document

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. Text formatting for catalog

    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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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. Recipient: Signature field options

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

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  10. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. Increase Upload Size limit

    Increase file upload size limit

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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!

  13. Ability to duplicate multiple fields at once

    Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Date fields that automatically mark the date [x] days ahead of the current date or in relation to another date field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. Option to customize or change the font or font size on fields

    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 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to change the font size for fields is already available within the system. Please see the video on how to do it: https://share.getcloudapp.com/qGur20r1

    Many thanks for your time! Have a wonderful day!


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

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

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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!

  17. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  18. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  19. Prevent backdating for date fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Auto-insert recipient information as document title

    option to use recipient information such as first and last name as document title

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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