Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Allow variables to be included in the document title e.g. company name. I believe it can be pulled from the CRM if using one however, we're currently just creating documents straight from the PandaDoc portal so would be good if you can enter a variable in the document name so that when the data is entered, it's automatically inputted.

    1 vote

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  2. Currently, there are only options to validate US zip codes, we are a company based in the UK and would find it useful if we could validate a zip code (or postcode as we call it) in the UK format.

    2 votes

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  3. 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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  4. We often come across situations where a client wants the documents sent to the spouse as well so either could complete the paperwork. Making the fields to where either can fill them out would be extremely helpful!

    1 vote

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  5. Have the option to remove/hide card details field for users to add to docs.

    1 vote

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  6. 1 vote

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

    1 vote

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  8. 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

    4 votes

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  9. 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.

    1 vote

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

    1 vote

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

    1 vote

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  11. 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.

    1 vote

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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.

    3 votes

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  13. 1 vote

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  14. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    1 vote

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