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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    2 votes

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  2. 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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  3. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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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. 2 votes

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

    1 vote

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  7. 6 votes

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  8. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    11 votes

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  9. 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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  10. 1 vote

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  11. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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  12. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    5 votes

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  13. Option to change placeholder text in field blocks permanently

    2 votes

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  14. 6 votes

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  15. 3 votes

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  16. 5 votes

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  17. A way to remove the optional indicator signers see when they hover their cursor over an optional field.

    5 votes

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  18. 3 votes

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  19. 1 vote

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  20. 5 votes

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