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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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  2. Option to use arrow down to go into description field in the pricing table

    1 vote

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  3. The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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  4. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  5. Option to have no spaces on number/text field

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  9. 1 vote

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  10. 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.

    1 vote

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  11. 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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  12. 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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  13. 1 vote

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

    1 vote

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  15. 1 vote

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

    1 vote

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  17. 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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  18. 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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  19. 1 vote

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  20. 1 vote

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