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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2 results found

  1. Set Variable formatting passed from CRM (commas in variables)

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

    100 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

  2. Send documents with unassigned fields: No need to assign fields

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

    56 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should be available in one of our upcoming releases.

    We will be communicating it through our product newsletter, via an alert inside PandaDoc. and here in our idea portal.

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