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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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528 results found

  1. replace a particular variable from all my templates all at once

    7 votes

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

    7 votes

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

    7 votes

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  5. 7 votes

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  6. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    7 votes

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  7. 7 votes

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  8. 7 votes

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  9. page number variables ev2

    7 votes

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  10. 7 votes

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  11. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    6 votes

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  12. 6 votes

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

    6 votes

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  14. 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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  15. 6 votes

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  16. 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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  17. 6 votes

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  18. 6 votes

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  19. 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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  20. full name variable instead of first name and last name separately

    6 votes

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