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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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314 results found

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

    New Date Variable: Signature Date

    531 votes

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

    448 votes

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  3. 222 votes

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  4. 206 votes

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  5. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    158 votes

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  6. 111 votes

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

    87 votes

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  8. 80 votes

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  9. 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?

    75 votes

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

    72 votes

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

    61 votes

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

    54 votes

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

    40 votes

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

    34 votes

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  15. 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.

    33 votes

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

    32 votes

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

    28 votes

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  18. 27 votes

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  19. Ability to reassign fields on a sent document without having to revert it back to Draft

    26 votes

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  20. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    25 votes

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