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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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530 results found

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

    8 votes

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  2. Add the ability to make a field read only

    8 votes

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

    8 votes

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

    8 votes

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  6. 8 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.

    8 votes

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  8. optional items for a dropdown field

    8 votes

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  9. 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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  10. 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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  11. 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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  12. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    7 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.

    7 votes

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  14. fillable fields for internal use only - hide fields from customers or recipients

    7 votes

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  15. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    7 votes

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  16. remove all required fields at once

    7 votes

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  17. Ability to have a text field attached next to radio buttons.

    7 votes

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  18. download signature only from the document

    7 votes

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  19. change custom variable format

    7 votes

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  20. 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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