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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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338 results found

  1. a variable that autopopulates when the document was paid

    1 vote

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

    1 vote

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  3. 1 vote

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

    1 vote

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  5. 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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  6. 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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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  14. Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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  15. add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…

    1 vote

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

    1 vote

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  17. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  18. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    0 votes

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