Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

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  3. Some forms have a YES or NO box and I don't want the client to be able to miss one, and I cannot require that both be checked. Being able to require 1 of 2 boxes, or 2 of 4 boxes, just for example, would be helpful.
    Example: Male vs Female (I know there are more options now, but the form I have to use only has this)
    Medical forms with YES or NO required for each question.

    1 vote

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  4. 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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  5. 1 vote

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  6. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    1 vote

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  7. 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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  8. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    1 vote

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  9. A one-click sign all button

    1 vote

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  10. An ability to add decimals in the "Numbers only" text field

    1 vote

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  11. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    1 vote

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

    1 vote

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  13. 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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  14. 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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  15. Have the option to remove/hide card details field for users to add to docs.

    1 vote

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  16. 1 vote

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  17. Have the ability to fill in information in a dropdown

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