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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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529 results found

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

    8 votes

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  2. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    3 votes

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  3. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    2 votes

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  4. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    108 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  5. 4 votes

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

    1 vote

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  7. 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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  8. 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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  9. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  10. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    13 votes

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  11. 1 vote

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  12. 2 votes

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  13. 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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  14. Check the Box will make the text field next to it as a requirement.

    2 votes

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  15. Pricing table "enable quantity editing" set as required field

    2 votes

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  16. Make it impossible to send a document if the required variables are not filled in

    13 votes

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  17. 2 votes

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  18. 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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  19. An option to save custom variables / tokens to be used across templates.

    28 votes

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  20. 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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