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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    18 votes

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

    18 votes

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  3. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  4. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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  5. 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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  6. Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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  7. Add order in which the recipient would be able to act on fields.

    17 votes

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  8. option to setup a fillable field for date that will auto fill the date that the client opened the link

    16 votes

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  9. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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  10. 16 votes

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  11. ability to add items to dropdown field in bulk

    16 votes

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  12. Placeholder for checkbox field.

    16 votes

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  13. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    15 votes

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  14. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    14 votes

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  15. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    14 votes

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  16. Make the next button more clear when completing fields and signing the document

    14 votes

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  17. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    14 votes

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  18. Use excel to fill variables

    14 votes

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  19. Drop-down field with the possibility of selecting several options.

    14 votes

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  20. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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