Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Auto-populate the date field / variable based on the date the document is signed

    375 votes

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  2. Fill Out Field Once & Auto-populate Across All Instances

    329 votes

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  3. Ability multiselect for blocks and fields with bulk actions

    192 votes

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  4. 148 votes

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  5. Ability to change the color of the fillable fields

    101 votes

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  6. 94 votes

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  7. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    70 votes

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  8. 60 votes

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  9. Allow for information put into fields to be exported as a CSV or Excel file.

    55 votes

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  10. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    53 votes

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  11. Ability to add varibles in columns that are not just plain text so that they can be multiplied.

    50 votes

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  12. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    44 votes

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  13. to be able to send the document even with unassigned fields.

    35 votes

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  14. Automatically download the attachments when opening the files added to collect files field

    28 votes

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  15. Set a character limit in text boxes (fields).

    28 votes

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  16. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    Be able to tab through ALL fields not just required fields.

    26 votes

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  17. Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    26 votes

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  18. We need a variable for when a document is submitted to a receiver. For example. this date variable would be used in the cover letter or the agreement effective date. It would be populated with the date the document is sent to the recipient.

    The second date variable/field is Signature Date. This date would be populated with the date a person signs the document. This field would be associated with the signer of the document and populated automatically when they sign the document.

    23 votes

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  19. 21 votes

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

    21 votes

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