Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. ZIP code UK format or International in the Text Field

    4 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  3. 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.

    4 votes

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  4. if the checkbox is set a optional, make a prompt that will require the customer to check at least one checkbox among the choices.

    2 votes

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  5. 2 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  6. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    2 votes

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  7. 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.

    2 votes

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  8. 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

    2 votes

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  9. It's such a nice feature which PandaDoc can add text fields automatically to uploaded files, however the default font is set to 6, which is way too small for regular documents use. The normal font size for all my documents are 12. Changing the font size individually involves readjusting the size and position of the field so it creates a lot of work. I dropped using this feature because of that. Hope there's a way to adjust this.

    1 vote

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  10. It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    1 vote

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  11. Date with signatures populated automatically. It is really desirable to format the dates the same way the dates are formatted across the document.

    1 vote

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  12. A one-click sign all button

    1 vote

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  13. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    1 vote

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  14. need advanced macro equations, similar to excel

    1 vote

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  15. An ability to add decimals in the "Numbers only" text field

    1 vote

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  16. Ability to group multiple check boxes and set the condition that at least one box in the group must be checked to complete the document, instead of having to make individual check boxes optional and hoping the singer clicks one.

    1 vote

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

    1 vote

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    1 comment  ·  Fields  ·  Admin →
  18. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  19. 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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    Idea  ·  0 comments  ·  Fields  ·  Admin →
  20. 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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    Idea  ·  0 comments  ·  Fields  ·  Admin →
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