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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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322 results found

  1. 2 votes

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  2. 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.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Variable that will type out total cost in words as well as numbers.

    2 votes

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  6. In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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  7. 2 votes

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  8. Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    2 votes

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  9. Allow to navigate through the fields in document draft/templ

    2 votes

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  10. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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  11. ability to add lists and spaces in variables

    2 votes

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  12. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  13. 2 votes

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  14. Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.

    2 votes

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  15. Move placeholder text outside of the field

    2 votes

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  16. If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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  17. 2 votes

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  18. 2 votes

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  19. Make pricing table footer fields available for custom mapping

    2 votes

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  20. 2 votes

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