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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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534 results found

  1. 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.

    3 votes

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  2. When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…

    5 votes

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  3. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    17 votes

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  4. a variable that autopopulates when the document was paid

    5 votes

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

    5 votes

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

    1 vote

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  7. The option/button to clear all the fields at once.

    6 votes

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  8. 1 vote

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  9. availability to set some fields as "not required" by default

    11 votes

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

    24 votes

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

    1 vote

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  12. 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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  13. 4 votes

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  14. 3 votes

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  15. 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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  16. 1 vote

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  17. 42 votes

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  18. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  19. At the moment Fields' values are lost when a document is downloaded as .docx

    18 votes

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  20. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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