Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. 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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  4. 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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  5. ZIP code UK format or International in the Text Field

    4 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
  6. 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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  7. 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.

    3 votes

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

    2 votes

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

    2 votes

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  10. 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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  11. 2 votes

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

    2 votes

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  13. 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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  14. switch fields in a template/draft document with Tab

    2 votes

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  15. 2 votes

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    Idea  ·  1 comment  ·  Fields  ·  Admin →
    • Be sure to not have to change the date manually before generating a document via a template.
    2 votes

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  16. 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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  17. 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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  18. 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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  19. Ability to apply negative spacing on text.

    1 vote

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