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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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14 results found

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

    90 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  2. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    66 votes

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  3. 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.

    55 votes

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    Solution Exists  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.

  4. 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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  5. Ability to input variables whenever an uploaded PDF file in template/document creation.

    4 votes

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  6. 4 votes

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  7. Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.

    3 votes

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  8. 2 votes

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  9. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  10. Allow empty value on radio button option

    2 votes

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  11. We'd like to be able to download the JPEG images from the collect files field.

    2 votes

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  12. Ability to add a field caption

    1 vote

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  13. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  14. At the moment by hovering it is possible to change only the width

    1 vote

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