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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  2. 2 votes

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  3. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  4. Move placeholder text outside of the field

    2 votes

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  5. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. Make pricing table footer fields available for custom mapping

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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  12. The ability to create custom fillable fields

    1 vote

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  13. copy and paste fields/variables from one template to a new template

    1 vote

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  14. The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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  15. 1 vote

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  16. When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…

    1 vote

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  17. Is it possible to create text boxes that appear only if a specific radio button is selected? I want follow-up questions to appear only when necessary to reduce clutter.

    I can't use this method since there is too much whitespace when the follow-up questions aren't there and the conditional text boxes can be edited by the signer. How can I get around this?

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. To be able to add fillable fields which dynamically adjust the document text, leaving just enough space (not too much) giving a cleaner look on documents.

    1 vote

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