Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    1 vote

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  2. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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  3. Add the ability to make a field read only

    1 vote

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  4. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  5. full name variable instead of first name and last name separately

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.

    1 vote

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  10. a variable that autopopulates when the document was paid

    1 vote

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  11. The single tab between the variable entries should be returned for ev2

    1 vote

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  12. 1 vote

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  13. Option to have no placeholder for fillable fields (leave blank)

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  14. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  15. 1 vote

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  16. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Variable that will type out total cost in words as well as numbers.

    1 vote

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