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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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527 results found

  1. The single tab between the variable entries should be returned for ev2

    1 vote

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  2. The option/button to clear all the fields at once.

    6 votes

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  3. 1 vote

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  4. availability to set some fields as "not required" by default

    13 votes

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  5. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    24 votes

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  6. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  7. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  8. 4 votes

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  9. 3 votes

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  10. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  11. 1 vote

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  12. 45 votes

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  13. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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

    20 votes

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  15. 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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  16. ZIP code UK format or International in the Text Field

    7 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  17. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    24 votes

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  18. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  19. 2 votes

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