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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. Simplify the process of pulling fields when there are many to be added.

    7 votes

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  2. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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  3. 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

    7 votes

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  4. ZIP code UK format or International in the Text Field

    7 votes

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  5. 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!

    7 votes

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  6. 7 votes

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

    7 votes

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  8. 7 votes

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  9. 7 votes

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  10. page number variables ev2

    7 votes

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  11. 7 votes

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  12. Ability to set a required number of characters for fields

    6 votes

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  13. 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.

    6 votes

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  14. option to use recipient information such as first and last name as document title

    6 votes

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  15. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  16. 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.

    6 votes

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  17. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  18. 6 votes

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  19. 6 votes

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  20. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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