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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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297 results found

  1. Add the ability to make a field read only

    9 votes

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  2. 9 votes

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  3. Warn document creators that information required by them for fields is missing when sending documents.

    9 votes

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  4. Ability to have a variable for the current date

    8 votes

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  5. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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  6. remove all required fields at once

    8 votes

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  7. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 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!

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

    8 votes

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    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!

  9. The option/button to clear all the fields at once.

    8 votes

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  10. 8 votes

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  11. 7 votes

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  12. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    7 votes

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  13. Ability to populate variables with fields' values.

    7 votes

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  14. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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  15. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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

    7 votes

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  17. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  18. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    7 votes

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  19. ability to use pricing tables profit&margin variables

    7 votes

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  20. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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