Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  2. Option on checkbox field to allow a recipient to choose only one checkbox if required.

    1 vote

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  3. Ability to change the color, hide, and design the checkbox to an extent

    1 vote

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  4. The only option as of now would be to either have the font size about 18 so you can adjust the line spacing, or adjust the font to below 18 and the line spacing cannot be changed.
    We need to have the option of adjusting line spacing even the font size is less than 18.

    1 vote

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  5. In addition to adding a sequence number. We can also have the option to choose a file name via the First Name LastName variable.

    This will make it easier to sort forms based on the Signer Name.

    1 vote

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  6. I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign

    1 vote

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  7. When a legal or finance team member edits the document without being a collaborator and then send/approve after the edit is made they become the owner of the document and get the notifications, the document is coming from them, etc.

    Document should always stay with the person who created it regardless of who made edits or sent for approvals.

    1 vote

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  8. If Panda Doc could do a calculation. Our pricing table we add to this document calculates the total value dynamically so our customers can choose options so we can't do a manual update.
    I was hoping we could use a function like [document.value/0.5]
    The deposit values and document values need to be dynamic.

    1 vote

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  9. It would be nice to bulk update templates so that if, for example, we get a new procurement officer - we can have all current templates updated so that individual is notified when deals go through and product needs to be procured.

    1 vote

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  10. 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

    2 votes

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  11. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    1 vote

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  12. Able to use PDF format file as background image on page properties

    1 vote

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  13. The font does not scale according to the size of the date field

    1 vote

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  14. 1 vote

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  15. Ability to lock content blocks in place so they don't move

    1 vote

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  16. 1 vote

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  17. More numbering options

    1 vote

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  18. Ability to Customize Paper Layout. which include other paper sizes.

    1 vote

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  19. Would like the ability to preview the PDF before sending the document

    1 vote

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  20. Customize footer page numbers, font size, font color and margins and padding

    3 votes

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