Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We need a type of variable that we could insert in our templates that could be updated without the need of manually doing it one by one. This applies to contact details and company info which is most likely constant across all documents. Just realized this when I need to update 50 templates just because of a recent address change.

    2 votes

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  2. Collect files field has option to show the file, like in Ev1.

    2 votes

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  3. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    6 votes

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  4. Option where more than one item can be selected from dropdown.

    2 votes

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  5. Users changing to the document editor 2.0 need option to bulk update templates and documents currency as it seems to automatically change to the default USD

    2 votes

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  6. 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

    5 votes

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  7. 2 votes

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  8. Add simple formula ability in table cells using data from other cells, or referenced cloud based csv files. (+-*/)

    2 votes

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  9. ZIP code UK format or International in the Text Field

    4 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  10. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    3 votes

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  11. When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional

    2 votes

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  12. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    6 votes

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  13. When a text field is selected for a customer to fill out the label says "Enter Value" to save any confusion with a lay person it would be better if the label said "Type Here"

    1 vote

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  14. We need a variable for when a document is submitted to a receiver. For example. this date variable would be used in the cover letter or the agreement effective date. It would be populated with the date the document is sent to the recipient.

    The second date variable/field is Signature Date. This date would be populated with the date a person signs the document. This field would be associated with the signer of the document and populated automatically when they sign the document.

    4 votes

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  15. With docusign, when a customer finishes their e signature file, the files are returned as .pdf files, which are very easily forwarded to another email address, for instance if they needed to be sent into an office for processing. Having to download the signed documents from a link, then save them to a file, then forward them again, is time consuming and inefficient.

    1 vote

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  16. Ability to apply negative spacing on text.

    1 vote

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

    1 vote

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  18. A system variable for "today's date" -- populates on load of the doc. if multiple signers, it populates on each load of the doc.

    1 vote

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  19. switch fields in a template/draft document with Tab

    2 votes

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  20. Select a group of Checkbox fields, and make them into one group. Then, Recipient can only select one Checkbox field in the entire group. Docusign has this feature and makes it easy for Recipients to avoid errors on state forms where Checkboxes are needed - https://support.docusign.com/en/guides/ndse-user-guide-checkbox-fields

    1 vote

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