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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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530 results found

  1. 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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  2. 9 votes

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  3. 9 votes

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  4. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    9 votes

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  5. optional items for a dropdown field

    9 votes

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  6. 8 votes

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  7. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  8. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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  9. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  10. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    8 votes

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  11. Having currency as one of the options for the field validation (email, phone number, social, etc.)

    8 votes

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  12. Add the ability to make a field read only

    8 votes

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  13. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  14. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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  15. Be able to see the document expiration date variable filled in document before sending

    8 votes

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  16. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    8 votes

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  17. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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  18. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  19. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  20. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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